Twin City Private Wealth’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
2025
Q2
$738K Sell
2025
Q1
$683K Sell
2024
Q4
$642K Buy
2024
Q3
$515K Sell
2024
Q2
$511K Buy
2024
Q1
$441K Buy