Arete Wealth Advisors’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
Q2 | $232K | Sell |
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|
2025
Q1 | $228K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $523K | Sell |
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|
2023
Q3 | $485K | Buy |
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|
2023
Q2 | $428K | Sell |
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|
2023
Q1 | $470K | Buy |
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|
2022
Q4 | $368M | Buy |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $249K | Buy |
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|
2021
Q4 | $243K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $238K | Sell |
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|
2019
Q1 | $304K | Sell |
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|
2018
Q4 | $312K | Sell |
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|
2018
Q3 | $358K | Sell |
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|
2018
Q2 | $406K | Buy |
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|
2018
Q1 | $385K | Hold |
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|
2017
Q4 | $402K | Sell |
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|
2017
Q3 | $405K | Buy |
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