Avidian Wealth Enterprises’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 | $222K | Sell |
2,433
-390
| -14% | -$35.5K | 0.01% | 500 |
|
|
2025
Q1 | $237K | Sell |
2,823
-4,448
| -61% | -$373K | 0.01% | 468 |
|
|
2024
Q4 | $559K | Buy |
7,271
+247
| +4% | +$19K | 0.03% | 279 |
|
|
2024
Q3 | $505K | Buy |
7,024
+137
| +2% | +$9.85K | 0.02% | 293 |
|
|
2024
Q2 | $412K | Buy |
6,887
+1,026
| +18% | +$61.4K | 0.02% | 315 |
|
|
2024
Q1 | $338K | Buy |
5,861
+1,915
| +49% | +$110K | 0.02% | 332 |
|
|
2023
Q4 | $205K | Buy |
+3,946
| New | +$205K | 0.01% | 398 |
|