AllSquare Wealth Management’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $91.5K | Hold |
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|
2025
Q2 | $76.5K | Sell |
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|
2025
Q1 | $80.3K | Hold |
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|
2024
Q4 | $73.6K | Hold |
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|
2024
Q3 | $68.8K | Sell |
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|
2024
Q2 | $63.2K | Sell |
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|
2024
Q1 | $69.1K | Sell |
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|
2023
Q4 | $70.3K | Hold |
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|
2023
Q3 | $57.6K | Sell |
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|
2023
Q2 | $55K | Buy |
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|
2023
Q1 | $54.7K | Hold |
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|
2022
Q4 | $54.8K | Hold |
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|
2022
Q3 | $46K | Hold |
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|
2022
Q2 | $50K | Hold |
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|
2022
Q1 | $60K | Buy |
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|
2021
Q4 | $56K | Sell |
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|
2021
Q3 | $57K | Hold |
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|
2021
Q2 | $57K | Hold |
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|
2021
Q1 | $52K | Sell |
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|
2020
Q4 | $73K | Sell |
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|
2020
Q3 | $63K | Hold |
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|
2020
Q2 | $70K | Buy |
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|
2020
Q1 | $30K | Sell |
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|
2019
Q4 | $52K | Sell |
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|
2019
Q3 | $74K | Hold |
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|
2019
Q2 | $73K | Sell |
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|
2019
Q1 | $122K | Hold |
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|
2018
Q4 | $114K | Hold |
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|
2018
Q3 | $123K | Hold |
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|
2018
Q2 | $130K | Buy |
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