Marshall & Sterling Wealth Advisors’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	$232K	Sell	2,547 -23	-0.9%	-$2.1K	0.16%	74
2025 Q1	$216K	Sell	2,570 -35	-1%	-$2.94K	0.15%	81
2024 Q4	$200K	Buy	+2,605	New	+$200K	0.14%	84