SHWM
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Smith & Howard Wealth Management’s Bank of New York Mellon BK Stock Holding History

Smith & Howard Wealth Management’s Portfolio BK Stock Details BK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,128
Closed -$208K – 69
2019
Q4 		$208K Buy
+4,128
New +$208K 0.07% 88
2019
Q2 		– Sell
-4,128
Closed -$208K – 63
2019
Q1 		$208K Buy
+4,128
New +$208K 0.1% 57