Legacy Bridge’s Bank of New York Mellon BK Stock Holding History

Legacy Bridge’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.53M	Hold
2025 Q1	$1.41M	Buy
2024 Q4	$1.25M	Sell
2024 Q3	$1.18M	Buy
2024 Q2	$118K	Buy
2024 Q1	$112K	Buy
2023 Q4	$99.9K	Buy
2019 Q3	–	Sell
2019 Q2	$12K	Hold
2019 Q1	$14K	Buy