Quotient Wealth Partners’s Bank of New York Mellon BK Stock Holding History

Quotient Wealth Partners’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	$397K	Sell
2025 Q2	$349K	Buy
2025 Q1	$266K	Buy
2024 Q4	$233K	Buy
2024 Q3	$205K	Buy