Wingate Wealth 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 Q1	–	Sell	-169	Closed	-$13K	–	129
2024 Q4	$13K	Buy	+169	New	+$13K	0.01%	323