WR Wealth Planners’s Bank of New York Mellon BK Stock Holding History

WR Wealth Planners’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$21K	Buy
2024 Q3	$16.7K	Buy
2024 Q2	$13.3K	Buy
2024 Q1	$8.87K	Buy
2023 Q4	–	Sell
2023 Q3	$54.4K	Hold
2023 Q2	$56.8K	Buy
2023 Q1	$18K	Buy