Bank of New York Mellon’s MarketWise MKTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,139
| Closed | -$60.6K | – | 4198 |
|
|
2025
Q1 | $60.6K | Sell |
6,139
-61
| -1% | -$602 | ﹤0.01% | 4022 |
|
|
2024
Q4 | $70.4K | Sell |
6,200
-1,673
| -21% | -$19K | ﹤0.01% | 4037 |
|
|
2024
Q3 | $105K | Sell |
7,873
-1,040
| -12% | -$13.9K | ﹤0.01% | 3994 |
|
|
2024
Q2 | $207K | Buy |
8,913
+554
| +7% | +$12.9K | ﹤0.01% | 3923 |
|
|
2024
Q1 | $289K | Sell |
8,359
-279
| -3% | -$9.65K | ﹤0.01% | 3781 |
|
|
2023
Q4 | $472K | Buy |
8,638
+51
| +0.6% | +$2.79K | ﹤0.01% | 3584 |
|
|
2023
Q3 | $275K | Sell |
8,587
-12,528
| -59% | -$401K | ﹤0.01% | 3840 |
|
|
2023
Q2 | $845K | Buy |
21,115
+2,463
| +13% | +$98.5K | ﹤0.01% | 3293 |
|
|
2023
Q1 | $690K | Sell |
18,652
-240
| -1% | -$8.88K | ﹤0.01% | 3313 |
|
|
2022
Q4 | $635K | Buy |
18,892
+364
| +2% | +$12.2K | ﹤0.01% | 3422 |
|
|
2022
Q3 | $846K | Buy |
18,528
+16
| +0.1% | +$731 | ﹤0.01% | 3284 |
|
|
2022
Q2 | $1.33M | Buy |
18,512
+600
| +3% | +$43.2K | ﹤0.01% | 3058 |
|
|
2022
Q1 | $1.69M | Sell |
17,912
-831
| -4% | -$78.5K | ﹤0.01% | 3026 |
|
|
2021
Q4 | $2.83M | Sell |
18,743
-2,289
| -11% | -$345K | ﹤0.01% | 2782 |
|
|
2021
Q3 | $3.47M | Buy |
21,032
+722
| +4% | +$119K | ﹤0.01% | 2680 |
|
|
2021
Q2 | $4.04M | Buy |
+20,310
| New | +$4.04M | ﹤0.01% | 2586 |
|