KFP

Keystone Financial Planning’s Bank of New York Mellon BK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-21,167	Closed	-$957K	–	46
2019 Q3	$957K	Buy	21,167 +10,682	+102%	+$483K	0.46%	39
2019 Q2	$463K	Buy	+10,485	New	+$463K	0.23%	44