West Branch Capital’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
2022
Q2
Sell
-355
Closed -$18K 424
2022
Q1
$18K Buy
355
+175
+97% +$8.87K 0.01% 249
2021
Q4
$10K Buy
+180
New +$10K ﹤0.01% 323