Alliance Wealth Advisors (Pennsylvania)’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 | $1.14M | Sell |
12,480
-1,053
| -8% | -$95.9K | 0.58% | 29 |
|
|
2025
Q1 | $1.14M | Sell |
13,533
-817
| -6% | -$68.5K | 0.64% | 28 |
|
|
2024
Q4 | $1.1M | Sell |
14,350
-640
| -4% | -$49.2K | 0.62% | 32 |
|
|
2024
Q3 | $1.08M | Sell |
14,990
-560
| -4% | -$40.2K | 0.62% | 32 |
|
|
2024
Q2 | $931K | Sell |
15,550
-456
| -3% | -$27.3K | 0.59% | 34 |
|
|
2024
Q1 | $922K | Buy |
16,006
+415
| +3% | +$23.9K | 0.58% | 33 |
|
|
2023
Q4 | $812K | Buy |
15,591
+448
| +3% | +$23.3K | 0.54% | 36 |
|
|
2023
Q3 | $646K | Sell |
15,143
-19
| -0.1% | -$810 | 0.47% | 44 |
|
|
2023
Q2 | $675K | Buy |
15,162
+429
| +3% | +$19.1K | 0.48% | 44 |
|
|
2023
Q1 | $669K | Buy |
+14,733
| New | +$669K | 0.5% | 42 |
|