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

Maia Wealth’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 Q3	$328K	Sell
2025 Q2	$273K	Sell
2025 Q1	$288K	Buy
2024 Q4	$297K	Buy
2024 Q3	$202K	Buy