Wealth Preservation Advisors’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	$42.2K	Buy	463 +3	+0.7%	+$273	0.03%	201
2025 Q1	$38.6K	Buy	+460	New	+$38.6K	0.03%	200