Marshall Financial Group (Maryland)’s Bank of New York Mellon BK Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio BK Stock Details BK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$204K	Buy
2024 Q2	–	Sell
2024 Q1	$243K	Hold
2023 Q4	$219K	Buy
2022 Q1	–	Sell
2021 Q4	$234K	Hold
2021 Q3	$209K	Sell
2021 Q2	$208K	Buy