AO
Advisor OS’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 | $321K | Sell |
3,525
-6
| -0.2% | -$547 | 0.03% | 345 |
|
|
2025
Q1 | $296K | Buy |
+3,531
| New | +$296K | 0.03% | 328 |
|
|
2022
Q1 | – | Sell |
-5,871
| Closed | -$341K | – | 201 |
|
|
2021
Q4 | $341K | Sell |
5,871
-103
| -2% | -$5.98K | 0.07% | 199 |
|
|
2021
Q3 | $310K | Sell |
5,974
-861
| -13% | -$44.7K | 0.07% | 195 |
|
|
2021
Q2 | $350K | Buy |
+6,835
| New | +$350K | 0.07% | 175 |
|