Strategic Wealth Partners’s Bank of New York Mellon BK Stock Holding History

Strategic Wealth Partners’s Portfolio BK Stock Details BK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$170	Buy
2019 Q4	–	Sell
2019 Q3	$91	Sell
2019 Q2	$102K	Sell
2019 Q1	$143K	Sell
2018 Q4	$157K	Sell
2018 Q3	$963K	Buy
2018 Q2	$939K	Sell
2018 Q1	$1.05M	Buy
2017 Q4	$381K	Buy