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Kathleen S. Wright Associates’s Bank of New York Mellon BK Stock Holding History

Kathleen S. Wright Associates’s Portfolio BK Stock Details BK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$50.1K Hold
550
– – 0.02% 150
2025
Q1 		$46.1K Hold
550
– – 0.02% 148
2024
Q4 		$42.3K Hold
550
– – 0.02% 155
2024
Q3 		$39.5K Hold
550
– – 0.02% 163
2024
Q2 		$32.9K Hold
550
– – 0.02% 156
2024
Q1 		$31.7K Buy
+550
New +$31.7K 0.01% 149