PUREfi 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
$223K Sell
2,445
-424
-15% -$38.6K 0.18% 148
2025
Q1
$241K Sell
2,869
-341
-11% -$28.6K 0.24% 113
2024
Q4
$247K Buy
+3,210
New +$247K 0.24% 128