Abundance Wealth Counselors’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $263K | Sell |
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|
2025
Q2 | $238K | Sell |
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|
2025
Q1 | $236K | Sell |
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|
2024
Q4 | $241K | Sell |
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|
2024
Q3 | $288K | Sell |
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|
2024
Q2 | $258K | Sell |
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|
2024
Q1 | $266K | Hold |
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|
2023
Q4 | $240K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Hold |
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|
2022
Q1 | $239K | Hold |
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|
2021
Q4 | $280K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $308K | Buy |
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