Keel Point’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
2025 Q2	$308K	Sell	3,379 -138	-4%	-$12.6K	0.02%	391
2025 Q1	$295K	Buy	3,517 +749	+27%	+$62.8K	0.02%	352
2024 Q4	$213K	Buy	+2,768	New	+$213K	0.02%	399