Parcion Private Wealth’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	$240K	Sell	2,629 -1,035	-28%	-$94.3K	0.02%	264
2025 Q1	$307K	Buy	3,664 +1,012	+38%	+$84.9K	0.03%	218
2024 Q4	$204K	Buy	+2,652	New	+$204K	0.02%	235