Laidlaw Wealth Management’s Bank of New York Mellon BK Stock Holding History

Laidlaw Wealth Management’s Portfolio BK Stock Details BK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$292K	Buy
2021 Q3	–	Sell
2021 Q2	$507K	Buy
2020 Q1	–	Sell
2019 Q4	$232K	Buy