PWM
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Prentice Wealth Management’s Bank of New York Mellon BK Stock Holding History

Prentice Wealth Management’s Portfolio BK Stock Details BK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,401
Closed -$73K – 121
2021
Q3 		$73K Hold
1,401
– – 0.04% 158
2021
Q2 		$72K Hold
1,401
– – 0.04% 158
2021
Q1 		$66K Buy
+1,401
New +$66K 0.04% 159