Aspire Private 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 | $1.53M | Sell |
16,745
-2,007
| -11% | -$183K | 0.35% | 66 |
|
|
2025
Q1 | $1.57M | Buy |
18,752
+1,097
| +6% | +$92K | 0.39% | 56 |
|
|
2024
Q4 | $1.36M | Sell |
17,655
-6,672
| -27% | -$513K | 0.34% | 57 |
|
|
2024
Q3 | $1.75M | Buy |
24,327
+1,407
| +6% | +$101K | 0.42% | 44 |
|
|
2024
Q2 | $1.37M | Buy |
22,920
+1,450
| +7% | +$86.8K | 0.35% | 50 |
|
|
2024
Q1 | $1.24M | Buy |
21,470
+3,323
| +18% | +$191K | 0.33% | 50 |
|
|
2023
Q4 | $945K | Sell |
18,147
-15
| -0.1% | -$781 | 0.28% | 51 |
|
|
2023
Q3 | $775K | Buy |
18,162
+1,397
| +8% | +$59.6K | 0.25% | 55 |
|
|
2023
Q2 | $746K | Buy |
16,765
+604
| +4% | +$26.9K | 0.24% | 58 |
|
|
2023
Q1 | $734K | Buy |
16,161
+1,639
| +11% | +$74.5K | 0.24% | 58 |
|
|
2022
Q4 | $661K | Buy |
14,522
+1,128
| +8% | +$51.3K | 0.24% | 64 |
|
|
2022
Q3 | $516K | Buy |
13,394
+859
| +7% | +$33.1K | 0.2% | 70 |
|
|
2022
Q2 | $523K | Sell |
12,535
-123
| -1% | -$5.13K | 0.19% | 74 |
|
|
2022
Q1 | $628K | Buy |
12,658
+1,144
| +10% | +$56.8K | 0.2% | 70 |
|
|
2021
Q4 | $669K | Buy |
11,514
+1,240
| +12% | +$72K | 0.21% | 65 |
|
|
2021
Q3 | $533K | Sell |
10,274
-330
| -3% | -$17.1K | 0.18% | 74 |
|
|
2021
Q2 | $543K | Buy |
10,604
+3,246
| +44% | +$166K | 0.17% | 78 |
|
|
2021
Q1 | $348K | Buy |
7,358
+4,620
| +169% | +$219K | 0.12% | 96 |
|
|
2020
Q4 | $116K | Buy |
2,738
+44
| +2% | +$1.86K | 0.04% | 172 |
|
|
2020
Q3 | $93K | Buy |
2,694
+285
| +12% | +$9.84K | 0.04% | 174 |
|
|
2020
Q2 | $93K | Buy |
+2,409
| New | +$93K | 0.04% | 138 |
|