Wetzel Investment 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
2024
Q3
Sell
-510
Closed -$29.4K 208
2024
Q2
$29.4K Hold
510
0.02% 291
2024
Q1
$28.2K Buy
510
+230
+82% +$12.7K 0.02% 324
2023
Q4
$15K Buy
+280
New +$15K 0.01% 427