UWS
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Unique Wealth Strategies’s Bank of New York Mellon BK Stock Holding History

Unique Wealth Strategies’s Portfolio BK Stock Details BK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$821K Hold
14,255
– – 0.38% 73
2024
Q1 		$821K Buy
14,255
+184
+1% +$10.6K 0.4% 73
2023
Q4 		$732K Buy
+14,071
New +$732K 0.49% 75