Alpha Cubed Investments’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 | $228K | Buy |
+2,507
| New | +$228K | 0.01% | 269 |
|
|
2016
Q1 | – | Sell |
-6,710
| Closed | -$277K | – | 163 |
|
|
2015
Q4 | $277K | Hold |
6,710
| – | – | 0.07% | 147 |
|
|
2015
Q3 | $279K | Sell |
6,710
-100
| -1% | -$4.16K | 0.07% | 157 |
|
|
2015
Q2 | $286K | Hold |
6,810
| – | – | 0.08% | 148 |
|
|
2015
Q1 | $274K | Sell |
6,810
-665
| -9% | -$26.8K | 0.09% | 146 |
|
|
2014
Q4 | $303K | Sell |
7,475
-200
| -3% | -$8.11K | 0.12% | 117 |
|
|
2014
Q3 | $297K | Sell |
7,675
-5,000
| -39% | -$193K | 0.14% | 121 |
|
|
2014
Q2 | $475K | Sell |
12,675
-300
| -2% | -$11.2K | 0.21% | 119 |
|
|
2014
Q1 | $458K | Sell |
12,975
-37,009
| -74% | -$1.31M | 0.24% | 114 |
|
|
2013
Q4 | $1.75M | Buy |
+49,984
| New | +$1.75M | 0.62% | 61 |
|