New Wave 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	$656K	Buy	7,199 +131	+2%	+$11.9K	0.28%	59
2025 Q1	$593K	Buy	7,068 +1,427	+25%	+$120K	0.27%	57
2024 Q4	$433K	Buy	+5,641	New	+$433K	0.18%	77