KWAG
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Kiely Wealth Advisory Group’s Bank of New York Mellon BK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$161K Hold
1,888
0.1% 68
2024
Q3
$148K Hold
1,888
0.09% 74
2024
Q2
$120K Hold
1,888
0.07% 68
2024
Q1
$109K Hold
1,888
0.06% 68
2023
Q4
$105K Buy
+1,888
New +$105K 0.06% 71