B. Riley 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
Q3 | $1.14M | Sell |
|
|||||
|
2025
Q2 | $1.09M | Buy |
|
|||||
|
2024
Q4 | $822K | Sell |
|
|||||
|
2024
Q3 | $766K | Sell |
|
|||||
|
2024
Q2 | $686K | Sell |
|
|||||
|
2024
Q1 | $637K | Buy |
|
|||||
|
2023
Q4 | $684K | Sell |
|
|||||
|
2023
Q3 | $637K | Sell |
|
|||||
|
2023
Q2 | $2.02M | Buy |
|
|||||
|
2023
Q1 | $825K | Buy |
|
|||||
|
2022
Q4 | $641K | Sell |
|
|||||
|
2022
Q3 | $592K | Buy |
|
|||||
|
2022
Q2 | $557K | Buy |
|
|||||
|
2022
Q1 | $625K | Sell |
|
|||||
|
2021
Q4 | $762K | Buy |
|
|||||
|
2021
Q3 | $522K | Sell |
|
|||||
|
2021
Q2 | $519K | Sell |
|
|||||
|
2021
Q1 | $782K | Buy |
|
|||||
|
2020
Q4 | $378K | Sell |
|
|||||
|
2020
Q3 | $401K | Sell |
|
|||||
|
2020
Q2 | $486K | Buy |
|
|||||
|
2020
Q1 | $392K | Sell |
|
|||||
|
2019
Q4 | $614K | Sell |
|
|||||
|
2019
Q3 | $653K | Buy |
|
|||||
|
2019
Q2 | $506K | Sell |
|
|||||
|
2019
Q1 | $582K | Sell |
|
|||||
|
2018
Q4 | $566K | Sell |
|
|||||
|
2018
Q3 | $614K | Sell |
|
|||||
|
2018
Q2 | $668K | Buy |
|
|||||
|
2018
Q1 | $633K | Buy |
|
|||||
|
2017
Q4 | $641K | Sell |
|
|||||
|
2017
Q3 | $1.14M | Buy |
|
|||||
|
2017
Q2 | $944K | Buy |
|
|||||
|
2017
Q1 | $870K | Sell |
|
|||||
|
2016
Q4 | $1.11M | Buy |
|
|||||
|
2016
Q3 | $526K | Sell |
|
|||||
|
2016
Q2 | $538K | Buy |
|
|||||
|
2016
Q1 | $492K | Buy |
|
|||||
|
2015
Q4 | $546K | Sell |
|
|||||
|
2015
Q3 | $636K | Sell |
|
|||||
|
2015
Q2 | $688K | Buy |
|
|||||
|
2015
Q1 | $396K | Sell |
|
|||||
|
2014
Q4 | $5.38K | Buy |
|
|||||
|
2014
Q3 | $558K | Sell |
|
|||||
|
2014
Q2 | $473K | Buy |
|
|||||
|
2014
Q1 | $342K | Buy |
|
|||||
|
2013
Q4 | $337K | Buy |
|
|||||
|
2013
Q3 | $252K | Sell |
|
|||||
|
2013
Q2 | $240K | Buy |
|