Secured Retirement Advisors’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	$1.55M	Buy	16,987 +397	+2%	+$36.2K	0.92%	37
2025 Q1	$1.39M	Buy	+16,590	New	+$1.39M	0.9%	36