Measured Wealth Private Client Group’s Bank of New York Mellon BK Stock Holding History

Measured Wealth Private Client Group’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	$179K	Buy
2019 Q4	–	Sell
2019 Q3	$214K	Sell
2019 Q2	$476K	Sell
2019 Q1	$607K	Buy
2018 Q4	$527K	Buy
2018 Q3	$571K	Buy
2018 Q2	$586K	Buy