Bailard’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 | $3.91M | Buy |
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|
2025
Q2 | $2.6M | Sell |
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|
2025
Q1 | $2.46M | Buy |
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|
2024
Q4 | $1.76M | Buy |
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|
2024
Q3 | $1.6M | Buy |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $821K | Buy |
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|
2023
Q2 | $673K | Buy |
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|
2023
Q1 | $685K | Sell |
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|
2022
Q4 | $696K | Hold |
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|
2022
Q3 | $589K | Buy |
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|
2022
Q2 | $635K | Buy |
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|
2022
Q1 | $271K | Buy |
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|
2021
Q4 | $244K | Sell |
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|
2021
Q3 | $236K | Hold |
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|
2021
Q2 | $233K | Sell |
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|
2021
Q1 | $260K | Buy |
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