RPg Family Wealth Advisory’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	$5.28M	Sell	57,914 -47,351	-45%	-$4.31M	1.4%	26
2025 Q1	$8.83M	Buy	+105,265	New	+$8.83M	2.51%	7
2018 Q1	–	Sell	-272	Closed	-$14.6K	–	244
2017 Q4	$14.6K	Buy	+272	New	+$14.6K	0.01%	233