YIM
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Yoffe Investment Management’s Bank of New York Mellon BK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$929K Hold
10,200
1.27% 20
2025
Q1
$855K Hold
10,200
1.26% 19
2024
Q4
$784K Buy
+10,200
New +$784K 1.16% 21