Abound 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 | $5.92K | Hold |
65
| – | – | ﹤0.01% | 538 |
|
|
2025
Q1 | $5.45K | Sell |
65
-68
| -51% | -$5.7K | ﹤0.01% | 515 |
|
|
2024
Q4 | $10.2K | Buy |
133
+4
| +3% | +$308 | ﹤0.01% | 381 |
|
|
2024
Q3 | $9.27K | Hold |
129
| – | – | ﹤0.01% | 430 |
|
|
2024
Q2 | $7.72K | Hold |
129
| – | – | ﹤0.01% | 411 |
|
|
2024
Q1 | $7.43K | Buy |
129
+11
| +9% | +$634 | ﹤0.01% | 435 |
|
|
2023
Q4 | $6.15K | Buy |
118
+32
| +37% | +$1.67K | ﹤0.01% | 461 |
|
|
2023
Q3 | $3.68K | Sell |
86
-12
| -12% | -$513 | ﹤0.01% | 527 |
|
|
2023
Q2 | $4.38K | Buy |
98
+12
| +14% | +$536 | ﹤0.01% | 517 |
|
|
2023
Q1 | $3.92K | Hold |
86
| – | – | ﹤0.01% | 464 |
|
|
2022
Q4 | $3.92K | Buy |
86
+40
| +87% | +$1.83K | ﹤0.01% | 393 |
|
|
2022
Q3 | $1.78K | Buy |
+46
| New | +$1.78K | ﹤0.01% | 505 |
|