Rise Advisors’s Bank of New York Mellon BK Stock Holding History

Rise Advisors’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	$46.5K	Buy
2025 Q2	$38.1K	Sell
2025 Q1	$39.3K	Buy
2024 Q4	$25.4K	Buy
2024 Q3	$23.6K	Buy
2024 Q2	$19.5K	Buy
2024 Q1	$18.7K	Buy
2023 Q2	–	Sell
2023 Q1	$2.75K	Buy