Apella Capital’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 | $307K | Buy |
3,297
+59
| +2% | +$5.5K | 0.01% | 347 |
|
|
2025
Q1 | $257K | Buy |
+3,238
| New | +$257K | 0.01% | 336 |
|
|
2022
Q4 | – | Sell |
-7,627
| Closed | -$294K | – | 236 |
|
|
2022
Q3 | $294K | Buy |
7,627
+5
| +0.1% | +$193 | 0.03% | 176 |
|
|
2022
Q2 | $318K | Buy |
7,622
+293
| +4% | +$12.2K | 0.04% | 174 |
|
|
2022
Q1 | $364K | Sell |
7,329
-498
| -6% | -$24.7K | 0.05% | 147 |
|
|
2021
Q4 | $455K | Sell |
7,827
-41
| -0.5% | -$2.38K | 0.06% | 133 |
|
|
2021
Q3 | $408K | Sell |
7,868
-443
| -5% | -$23K | 0.06% | 141 |
|
|
2021
Q2 | $426K | Buy |
8,311
+989
| +14% | +$50.7K | 0.07% | 147 |
|
|
2021
Q1 | $346K | Sell |
7,322
-453
| -6% | -$21.4K | 0.11% | 97 |
|
|
2020
Q4 | $330K | Sell |
7,775
-1,248
| -14% | -$53K | 0.12% | 101 |
|
|
2020
Q3 | $310K | Hold |
9,023
| – | – | 0.12% | 99 |
|
|
2020
Q2 | $349K | Hold |
9,023
| – | – | 0.16% | 91 |
|
|
2020
Q1 | $304K | Buy |
+9,023
| New | +$304K | 0.18% | 84 |
|