Keyvantage Wealth’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	$449K	Sell	4,931 -372	-7%	-$33.9K	0.2%	63
2025 Q1	$445K	Sell	5,303 -1,286	-20%	-$108K	0.22%	63
2024 Q4	$506K	Buy	+6,589	New	+$506K	0.36%	50