Net Worth Advisory Group’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
$511K Buy
5,612
+303
+6% +$27.6K 0.11% 190
2025
Q1
$445K Buy
5,309
+89
+2% +$7.47K 0.14% 170
2024
Q4
$401K Buy
5,220
+47
+0.9% +$3.61K 0.12% 198
2024
Q3
$372K Buy
+5,173
New +$372K 0.11% 213