Bay 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 | $153K | Sell |
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|
2025
Q2 | $133K | Sell |
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|
2025
Q1 | $133K | Buy |
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|
2024
Q4 | $121K | Buy |
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|
2024
Q3 | $110K | Sell |
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|
2024
Q2 | $95.2K | Sell |
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|
2024
Q1 | $91.8K | Sell |
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|
2023
Q4 | $83.7K | Hold |
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|
2023
Q3 | $68.6K | Buy |
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|
2023
Q2 | $70.4K | Sell |
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|
2023
Q1 | $77K | Hold |
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|
2022
Q4 | $77K | Sell |
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|
2022
Q3 | $65K | Buy |
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|
2022
Q2 | $71K | Buy |
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|
2022
Q1 | $84K | Buy |
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|
2021
Q4 | $105K | Buy |
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|
2021
Q3 | $84K | Sell |
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|
2021
Q2 | $83K | Buy |
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|
2021
Q1 | $76K | Buy |
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|
2020
Q4 | $54K | Buy |
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|
2020
Q3 | $43K | Buy |
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|
2020
Q2 | $47K | Buy |
|