Mark Sheptoff Financial Planning’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 Q1	–	Sell	-500	Closed	-$38.4K	–	446
2024 Q4	$38.4K	Hold	500	–	–	0.02%	197
2024 Q3	$35.9K	Hold	500	–	–	0.02%	193
2024 Q2	$29.9K	Hold	500	–	–	0.02%	222
2024 Q1	$28.8K	Hold	500	–	–	0.02%	214
2023 Q4	$26K	Hold	500	–	–	0.02%	207
2023 Q3	$21.3K	Hold	500	–	–	0.01%	203
2023 Q2	$22.3K	Hold	500	–	–	0.01%	216
2023 Q1	$22.7K	Hold	500	–	–	0.01%	210
2022 Q4	$22.8K	Hold	500	–	–	0.01%	211
2022 Q3	$19K	Hold	500	–	–	0.01%	210
2022 Q2	$21K	Buy	+500	New	+$21K	0.01%	216
2020 Q4	–	Sell	-300	Closed	-$10K	–	355
2020 Q3	$10K	Hold	300	–	–	0.01%	235
2020 Q2	$12K	Hold	300	–	–	0.01%	241
2020 Q1	$10K	Hold	300	–	–	0.01%	231
2019 Q4	$15K	Hold	300	–	–	0.01%	243
2019 Q3	$14K	Hold	300	–	–	0.01%	242
2019 Q2	$13K	Hold	300	–	–	0.01%	249
2019 Q1	$15K	Hold	300	–	–	0.01%	228
2018 Q4	$14K	Hold	300	–	–	0.01%	210
2018 Q3	$15K	Hold	300	–	–	0.01%	259
2018 Q2	$16K	Hold	300	–	–	0.01%	237
2018 Q1	$15K	Hold	300	–	–	0.01%	252
2017 Q4	$16K	Hold	300	–	–	0.01%	250
2017 Q3	$16K	Hold	300	–	–	0.01%	251
2017 Q2	$15K	Sell	300 -1	-0.3%	-$50	0.01%	248
2017 Q1	$14K	Buy	301 +1	+0.3%	+$47	0.01%	253
2016 Q4	$14K	Buy	+300	New	+$14K	0.01%	246
2015 Q1	–	Sell	-5,985	Closed	-$243K	–	333
2014 Q4	$243K	Buy	5,985 +6	+0.1%	+$244	0.21%	91
2014 Q3	$232K	Buy	5,979 +4,179	+232%	+$162K	0.21%	98
2014 Q2	$67K	Buy	+1,800	New	+$67K	0.06%	162