Triad Wealth Partners’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
2024 Q3	–	Sell	-28	Closed	-$1.68K	–	152
2024 Q2	$1.68K	Buy	+28	New	+$1.68K	﹤0.01%	792