AXS Investments’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 | – | Sell |
-14,857
| Closed | -$1.25M | – | 154 |
|
|
2025
Q1 | $1.25M | Sell |
14,857
-1,978
| -12% | -$166K | 0.34% | 136 |
|
|
2024
Q4 | $1.29M | Sell |
16,835
-2,306
| -12% | -$177K | 0.36% | 129 |
|
|
2024
Q3 | $1.38M | Sell |
19,141
-1,124
| -6% | -$80.8K | 0.37% | 126 |
|
|
2024
Q2 | $1.21M | Sell |
20,265
-1,745
| -8% | -$105K | 0.34% | 124 |
|
|
2024
Q1 | $1.27M | Sell |
22,010
-3,842
| -15% | -$221K | 0.3% | 133 |
|
|
2023
Q4 | $1.35M | Buy |
+25,852
| New | +$1.35M | 0.32% | 119 |
|
|
2023
Q3 | – | Sell |
-28,757
| Closed | -$1.28M | – | 369 |
|
|
2023
Q2 | $1.28M | Buy |
28,757
+6,504
| +29% | +$290K | 0.34% | 103 |
|
|
2023
Q1 | $1.01M | Sell |
22,253
-2,487
| -10% | -$113K | 0.33% | 122 |
|
|
2022
Q4 | $1.13M | Buy |
24,740
+2,339
| +10% | +$106K | 0.4% | 83 |
|
|
2022
Q3 | $863K | Sell |
22,401
-507
| -2% | -$19.5K | 0.34% | 123 |
|
|
2022
Q2 | $955K | Buy |
+22,908
| New | +$955K | 0.34% | 105 |
|