Avestar 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 | $581K | Buy |
6,375
+1,879
| +42% | +$171K | 0.04% | 268 |
|
|
2025
Q1 | $377K | Sell |
4,496
-513
| -10% | -$43K | 0.03% | 287 |
|
|
2024
Q4 | $385K | Sell |
5,009
-3
| -0.1% | -$230 | 0.03% | 304 |
|
|
2024
Q3 | $360K | Sell |
5,012
-570
| -10% | -$41K | 0.04% | 282 |
|
|
2024
Q2 | $334K | Buy |
5,582
+919
| +20% | +$55K | 0.03% | 290 |
|
|
2024
Q1 | $269K | Buy |
+4,663
| New | +$269K | 0.03% | 336 |
|
|
2019
Q3 | – | Sell |
-402
| Closed | -$15K | – | 246 |
|
|
2019
Q2 | $15K | Sell |
402
-142
| -26% | -$5.3K | 0.01% | 440 |
|
|
2019
Q1 | $24K | Sell |
544
-13
| -2% | -$574 | 0.02% | 362 |
|
|
2018
Q4 | $20K | Buy |
557
+47
| +9% | +$1.69K | 0.01% | 337 |
|
|
2018
Q3 | $23K | Sell |
510
-122
| -19% | -$5.5K | 0.01% | 351 |
|
|
2018
Q2 | $30K | Buy |
632
+124
| +24% | +$5.89K | 0.02% | 316 |
|
|
2018
Q1 | $22K | Buy |
508
+96
| +23% | +$4.16K | 0.01% | 322 |
|
|
2017
Q4 | $19K | Buy |
+412
| New | +$19K | 0.01% | 351 |
|