Oliver Luxxe Assets’s Bank of New York Mellon BK Stock Holding History

Oliver Luxxe Assets’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$329K	Hold
2025 Q2	$275K	Hold
2025 Q1	$253K	Sell
2024 Q4	$449K	Buy
2024 Q3	$217K	Sell
2024 Q2	$226K	Hold
2024 Q1	$217K	Buy
2022 Q1	–	Sell
2021 Q4	$219K	Buy
2020 Q1	–	Sell
2019 Q4	$2.84M	Buy