Abundance Wealth Counselors’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 | $238K | Sell |
2,617
-200
| -7% | -$18.2K | 0.04% | 150 |
|
|
2025
Q1 | $236K | Sell |
2,817
-323
| -10% | -$27.1K | 0.05% | 138 |
|
|
2024
Q4 | $241K | Sell |
3,140
-873
| -22% | -$67K | 0.05% | 130 |
|
|
2024
Q3 | $288K | Sell |
4,013
-300
| -7% | -$21.5K | 0.06% | 122 |
|
|
2024
Q2 | $258K | Sell |
4,313
-300
| -7% | -$17.9K | 0.12% | 65 |
|
|
2024
Q1 | $266K | Hold |
4,613
| – | – | 0.06% | 123 |
|
|
2023
Q4 | $240K | Buy |
+4,613
| New | +$240K | 0.06% | 126 |
|
|
2023
Q2 | – | Sell |
-4,813
| Closed | -$219K | – | 76 |
|
|
2023
Q1 | $219K | Hold |
4,813
| – | – | 0.06% | 136 |
|
|
2022
Q4 | $219K | Buy |
+4,813
| New | +$219K | 0.06% | 132 |
|
|
2022
Q3 | – | Sell |
-4,813
| Closed | -$201K | – | 142 |
|
|
2022
Q2 | $201K | Hold |
4,813
| – | – | 0.05% | 136 |
|
|
2022
Q1 | $239K | Hold |
4,813
| – | – | 0.06% | 129 |
|
|
2021
Q4 | $280K | Buy |
+4,813
| New | +$280K | 0.07% | 99 |
|
|
2021
Q3 | – | Sell |
-6,013
| Closed | -$308K | – | 54 |
|
|
2021
Q2 | $308K | Buy |
+6,013
| New | +$308K | 0.08% | 94 |
|