Bar Harbor Wealth Management’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 | $533K | Sell |
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|
2025
Q2 | $450K | Hold |
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|
2025
Q1 | $414K | Hold |
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|
2024
Q4 | $379K | Hold |
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|
2024
Q3 | $355K | Hold |
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|
2024
Q2 | $295K | Hold |
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|
2024
Q1 | $284K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $222K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $283K | Sell |
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|
2019
Q1 | $334K | Sell |
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|
2018
Q4 | $375K | Hold |
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|
2018
Q3 | $406K | Sell |
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|
2018
Q2 | $444K | Hold |
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|
2018
Q1 | $424K | Buy |
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|
2017
Q4 | $434K | Hold |
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|
2017
Q3 | $427K | Hold |
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|
2017
Q2 | $411K | Sell |
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|
2017
Q1 | $389K | Buy |
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|
2016
Q4 | $380K | Hold |
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|
2016
Q3 | $319K | Hold |
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|
2016
Q2 | $312K | Buy |
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|
2016
Q1 | $272K | Sell |
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|
2015
Q4 | $325K | Sell |
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|
2015
Q3 | $309K | Sell |
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|
2015
Q2 | $350K | Sell |
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|
2015
Q1 | $337K | Buy |
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|
2014
Q4 | $316K | Hold |
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|
2014
Q3 | $302K | Sell |
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|
2014
Q2 | $295K | Sell |
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|
2014
Q1 | $297K | Sell |
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|
2013
Q4 | $329K | Sell |
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|
2013
Q3 | $286K | Sell |
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|
2013
Q2 | $267K | Buy |
|