NWAM LLC’s Bank of New York Mellon BK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$272K Sell
2025
Q2
$279K Buy
2025
Q1
$214K Sell
2024
Q4
$261K Sell
2024
Q3
$245K Buy
2022
Q1
Sell
2021
Q4
$255K Buy
2021
Q3
$227K Buy
2021
Q2
$224K Buy