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My Legacy Advisors’s Bank of New York Mellon BK Stock Holding History

My Legacy Advisors’s Portfolio BK Stock Details BK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,366
Closed -$366K – 211
2025
Q1 		$366K Buy
4,366
+283
+7% +$23.7K 0.14% 156
2024
Q4 		$335K Buy
4,083
+298
+8% +$24.4K 0.13% 163
2024
Q3 		$272K Buy
+3,785
New +$272K 0.11% 176