Lake Street Advisors Group’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
2024
Q4
$431K Buy
5,610
+382
+7% +$29.3K 0.02% 357
2024
Q3
$376K Buy
5,228
+530
+11% +$38.1K 0.02% 394
2024
Q2
$281K Buy
4,698
+171
+4% +$10.2K 0.01% 461
2024
Q1
$261K Buy
4,527
+18
+0.4% +$1.04K 0.01% 494
2023
Q4
$235K Buy
+4,509
New +$235K 0.01% 508