Vivid Wealth Management’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
2025
Q2
$2.8M Sell
30,776
-637
-2% -$58K 1.23% 30
2025
Q1
$2.63M Buy
31,413
+2,216
+8% +$186K 1.32% 21
2024
Q4
$2.24M Buy
+29,197
New +$2.24M 1.14% 38