Intersect Capital’s Bank of New York Mellon BK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	$540K	Buy	+12,958	New	+$540K	0.16%	137
2015 Q2	–	Sell	-120	Closed	-$5K	–	142
2015 Q1	$5K	Sell	120 -230	-66%	-$9.58K	﹤0.01%	370
2014 Q4	$14K	Buy	+350	New	+$14K	0.01%	311