Pacific Center for Financial Services’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	$83.8K	Sell	920 -301	-25%	-$27.4K	0.02%	153
2025 Q1	$102K	Hold	1,221	–	–	0.03%	130
2024 Q4	$93.8K	Hold	1,221	–	–	0.02%	138
2024 Q3	$87.7K	Hold	1,221	–	–	0.02%	143
2024 Q2	$73.1K	Hold	1,221	–	–	0.02%	154
2024 Q1	$70.4K	Hold	1,221	–	–	0.02%	162
2023 Q4	$63.6K	Hold	1,221	–	–	0.02%	156
2023 Q3	$52.1K	Hold	1,221	–	–	0.02%	168
2023 Q2	$54.4K	Hold	1,221	–	–	0.02%	160
2023 Q1	$55.5K	Buy	+1,221	New	+$55.5K	0.02%	160
2022 Q3	$47K	Hold	1,221	–	–	0.02%	162
2022 Q2	$51K	Hold	1,221	–	–	0.02%	156
2022 Q1	$61K	Hold	1,221	–	–	0.02%	149
2021 Q4	$71K	Hold	1,221	–	–	0.03%	141
2021 Q3	$63K	Hold	1,221	–	–	0.03%	143
2021 Q2	$63K	Hold	1,221	–	–	0.03%	138
2021 Q1	$58K	Hold	1,221	–	–	0.03%	139
2020 Q4	$52K	Sell	1,221 -39	-3%	-$1.66K	0.02%	143
2020 Q3	$43K	Hold	1,260	–	–	0.02%	123
2020 Q2	$49K	Hold	1,260	–	–	0.02%	108
2020 Q1	$42K	Hold	1,260	–	–	0.03%	109
2019 Q4	$63K	Hold	1,260	–	–	0.03%	106
2019 Q3	$57K	Hold	1,260	–	–	0.03%	109
2019 Q2	$56K	Hold	1,260	–	–	0.03%	111
2019 Q1	$64K	Hold	1,260	–	–	0.03%	100
2018 Q4	$59K	Hold	1,260	–	–	0.03%	97
2018 Q3	$64K	Hold	1,260	–	–	0.03%	102
2018 Q2	$68K	Hold	1,260	–	–	0.04%	94
2018 Q1	$65K	Hold	1,260	–	–	0.04%	92
2017 Q4	$68K	Hold	1,260	–	–	0.04%	88
2017 Q3	$67K	Hold	1,260	–	–	0.04%	89
2017 Q2	$64K	Buy	1,260 +854	+210%	+$43.4K	0.04%	87
2017 Q1	$19K	Hold	406	–	–	0.01%	139
2016 Q4	$19K	Buy	+406	New	+$19K	0.01%	145