Bell Investment Advisors’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
2,551
-3
| -0.1% | -$273 | 0.04% | 109 |
|
|
2025
Q1 | $214K | Buy |
2,554
+7
| +0.3% | +$587 | 0.04% | 108 |
|
|
2024
Q4 | $196K | Buy |
2,547
+6
| +0.2% | +$461 | 0.04% | 109 |
|
|
2024
Q3 | $183K | Sell |
2,541
-11
| -0.4% | -$790 | 0.03% | 110 |
|
|
2024
Q2 | $153K | Hold |
2,552
| – | – | 0.03% | 116 |
|
|
2024
Q1 | $147K | Hold |
2,552
| – | – | 0.03% | 115 |
|
|
2023
Q4 | $133K | Buy |
2,552
+892
| +54% | +$46.4K | 0.03% | 115 |
|
|
2023
Q3 | $70.8K | Buy |
1,660
+1,269
| +325% | +$54.1K | 0.02% | 147 |
|
|
2023
Q2 | $17.4K | Sell |
391
-35
| -8% | -$1.56K | ﹤0.01% | 340 |
|
|
2023
Q1 | $19.4K | Sell |
426
-18
| -4% | -$818 | ﹤0.01% | 308 |
|
|
2022
Q4 | $20.2K | Sell |
444
-7
| -2% | -$319 | 0.01% | 301 |
|
|
2022
Q3 | $17K | Sell |
451
-12
| -3% | -$452 | 0.01% | 286 |
|
|
2022
Q2 | $19K | Buy |
+463
| New | +$19K | 0.01% | 269 |
|
|
2021
Q4 | $23K | Hold |
400
| – | – | 0.01% | 278 |
|
|
2021
Q3 | $21K | Buy |
+400
| New | +$21K | 0.01% | 272 |
|