1858 Wealth Management’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
Q2 | $366K | Sell |
4,013
-213
| -5% | -$19.4K | 0.27% | 67 |
|
|
2025
Q1 | $354K | Buy |
4,226
+243
| +6% | +$20.4K | 0.3% | 69 |
|
|
2024
Q4 | $306K | Hold |
3,983
| – | – | 0.24% | 85 |
|
|
2024
Q3 | $286K | Sell |
3,983
-883
| -18% | -$63.5K | 0.24% | 81 |
|
|
2024
Q2 | $291K | Buy |
4,866
+188
| +4% | +$11.3K | 0.24% | 81 |
|
|
2024
Q1 | $243K | Hold |
4,678
| – | – | 0.23% | 98 |
|
|
2023
Q4 | $243K | Buy |
+4,678
| New | +$243K | 0.23% | 98 |
|