Kaizen Advisory’s Bank of New York Mellon BK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$118K Sell
2018
Q3
$130K Hold
2018
Q2
$138K Buy
2018
Q1
$51K Hold
2017
Q4
$53K Buy