WealthSource Partners’s Bank of New York Mellon BK Stock Holding History

WealthSource Partners’s Portfolio BK Stock Details BK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$339K	Buy
2023 Q3	$271K	Sell
2023 Q2	$302K	Buy
2023 Q1	$246K	Sell
2022 Q4	$249K	Buy