Altium 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
2022
Q2
$488K Sell
2022
Q1
$613K Sell
2021
Q4
$722K Buy
2021
Q3
$624K Sell
2021
Q2
$622K Buy
2021
Q1
$544K Sell
2020
Q4
$493K Buy
2020
Q3
$348K Sell
2020
Q2
$399K Buy
2020
Q1
$302K Buy
2019
Q4
$393K Sell
2019
Q3
$356K Sell
2019
Q2
$366K Sell
2019
Q1
$444K Sell
2018
Q4
$431K Buy
2018
Q3
$412K Sell
2018
Q2
$463K Buy
2018
Q1
$346K Buy
2017
Q4
$332K Buy