Advisory Alpha’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 | $703K | Buy |
7,716
+1,867
| +32% | +$170K | 0.02% | 220 |
|
|
2025
Q1 | $491K | Buy |
5,849
+2,045
| +54% | +$172K | 0.02% | 254 |
|
|
2024
Q4 | $292K | Buy |
3,804
+966
| +34% | +$74.2K | 0.01% | 327 |
|
|
2024
Q3 | $204K | Buy |
+2,838
| New | +$204K | 0.01% | 408 |
|
|
2019
Q4 | – | Sell |
-42
| Closed | -$1.8K | – | 768 |
|
|
2019
Q3 | $1.8K | Buy |
+42
| New | +$1.8K | ﹤0.01% | 660 |
|
|
2019
Q2 | – | Sell |
-13
| Closed | -$621 | – | 170 |
|
|
2019
Q1 | $621 | Buy |
+13
| New | +$621 | ﹤0.01% | 636 |
|