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Obsidian Personal Planning Solutions’s Bank of New York Mellon BK Stock Holding History

Obsidian Personal Planning Solutions’s Portfolio BK Stock Details BK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$268K Sell
2,941
-5
-0.2% -$456 0.11% 82
2025
Q1 		$237K Hold
2,946
– – 0.11% 91
2024
Q4 		$253K Sell
2,946
-14
-0.5% -$1.2K 0.12% 79
2024
Q3 		$223K Buy
+2,960
New +$223K 0.12% 86