Aquila Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $647K | Hold |
9,000
| – | – | 0.72% | 42 |
|
|
2024
Q2 | $539K | Hold |
9,000
| – | – | 0.51% | 55 |
|
|
2024
Q1 | $519K | Hold |
9,000
| – | – | 0.44% | 62 |
|
|
2023
Q4 | $468K | Sell |
9,000
-14,000
| -61% | -$729K | 0.41% | 74 |
|
|
2023
Q3 | $981K | Buy |
23,000
+3,000
| +15% | +$128K | 0.9% | 53 |
|
|
2023
Q2 | $890K | Buy |
20,000
+6,000
| +43% | +$267K | 0.73% | 64 |
|
|
2023
Q1 | $636K | Buy |
+14,000
| New | +$636K | 0.52% | 68 |
|