Wealth Alliance’s Bank of New York Mellon BK Stock Holding History

Wealth Alliance’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$365K	Buy
2025 Q2	$298K	Buy
2025 Q1	$238K	Buy
2020 Q4	–	Sell
2020 Q3	$334K	Buy
2020 Q2	$327K	Buy