Laidlaw Wealth Management’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
2021 Q3	–	Sell	-9,890	Closed	-$507K	–	259
2021 Q2	$507K	Buy	+9,890	New	+$507K	0.13%	147
2020 Q1	–	Sell	-4,608	Closed	-$232K	–	153
2019 Q4	$232K	Buy	+4,608	New	+$232K	0.15%	147