Traphagen Investment Advisors’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
2026
Q1
$208K Buy
2020
Q3
Sell
2020
Q2
$393K Hold
2020
Q1
$342K Hold
2019
Q4
$511K Hold
2019
Q3
$459K Hold
2019
Q2
$448K Hold
2019
Q1
$512K Buy