Level Four Advisory Services’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
2025
Q2
$240K Buy
+2,633
New +$240K 0.01% 701
2024
Q4
Sell
-4,020
Closed -$303K 756
2024
Q3
$303K Buy
4,020
+173
+4% +$13K 0.01% 626
2024
Q2
$230K Buy
+3,847
New +$230K 0.01% 680