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Tobias Financial Advisors’s Bank of New York Mellon BK Stock Holding History

Tobias Financial Advisors’s Portfolio BK Stock Details BK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-618,400
Closed -$35.9M – 78
2021
Q4 		$35.9M Buy
+618,400
New +$35.9M 2.82% 12