Apella Capital’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 | $493K | Buy |
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|
2025
Q2 | $307K | Buy |
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|
2025
Q1 | $257K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $294K | Buy |
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|
2022
Q2 | $318K | Buy |
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|
2022
Q1 | $364K | Sell |
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|
2021
Q4 | $455K | Sell |
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|
2021
Q3 | $408K | Sell |
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|
2021
Q2 | $426K | Buy |
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|
2021
Q1 | $346K | Sell |
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|
2020
Q4 | $330K | Sell |
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|
2020
Q3 | $310K | Hold |
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|
2020
Q2 | $349K | Hold |
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|
2020
Q1 | $304K | Buy |
|