Money Concepts Capital’s Bank of New York Mellon BK Stock Holding History

Money Concepts Capital’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 Q2	$502K	Buy
2025 Q1	$459K	Buy
2023 Q1	–	Sell
2022 Q4	$44.8K	Sell
2022 Q3	$44K	Buy
2022 Q2	$16K	Sell
2022 Q1	$36K	Buy