Allen 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 | $2.13M | Sell |
23,395
-377
| -2% | -$34.3K | 1.49% | 13 |
|
|
2025
Q1 | $1.99M | Buy |
23,772
+1
| +0% | +$84 | 1.37% | 15 |
|
|
2024
Q4 | $1.83M | Sell |
23,771
-1,482
| -6% | -$114K | 1.31% | 15 |
|
|
2024
Q3 | $1.81M | Sell |
25,253
-42
| -0.2% | -$3.02K | 1.26% | 18 |
|
|
2024
Q2 | $1.51M | Sell |
25,295
-360
| -1% | -$21.6K | 1.35% | 18 |
|
|
2024
Q1 | $1.48M | Buy |
25,655
+116
| +0.5% | +$6.68K | 1.3% | 18 |
|
|
2023
Q4 | $1.33M | Buy |
+25,539
| New | +$1.33M | 1.3% | 22 |
|