Jackson Grant Investment Advisers’s Bank of New York Mellon BK Stock Holding History

Jackson Grant Investment Advisers’s Portfolio BK Stock Details BK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$469K	Buy
2023 Q3	–	Sell
2023 Q2	$3.47K	Hold
2023 Q1	$3.54K	Buy
2019 Q1	–	Sell
2018 Q4	$1K	Buy