RPg Family Wealth Advisory’s Bank of New York Mellon BK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.07M Buy
2025
Q2
$5.28M Sell
2025
Q1
$8.83M Buy
2018
Q1
Sell
2017
Q4
$14.6K Buy