Alta Advisers’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 | $312K | Hold |
3,424
| – | – | 0.11% | 164 |
|
|
2025
Q1 | $287K | Buy |
+3,424
| New | +$287K | 0.12% | 161 |
|
|
2024
Q4 | – | Sell |
-2,300
| Closed | -$165K | – | 180 |
|
|
2024
Q3 | $165K | Hold |
2,300
| – | – | 0.08% | 182 |
|
|
2024
Q2 | $138K | Hold |
2,300
| – | – | 0.07% | 187 |
|
|
2024
Q1 | $133K | Hold |
2,300
| – | – | 0.07% | 207 |
|
|
2023
Q4 | $120K | Hold |
2,300
| – | – | 0.06% | 212 |
|
|
2023
Q3 | $98.1K | Hold |
2,300
| – | – | 0.06% | 244 |
|
|
2023
Q2 | $102K | Hold |
2,300
| – | – | 0.06% | 239 |
|
|
2023
Q1 | $105K | Hold |
2,300
| – | – | 0.06% | 220 |
|
|
2022
Q4 | $105K | Hold |
2,300
| – | – | 0.06% | 208 |
|
|
2022
Q3 | $89K | Buy |
+2,300
| New | +$89K | 0.06% | 225 |
|