Bell Investment Advisors’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
Q2 | $232K | Sell |
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|
2025
Q1 | $214K | Buy |
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|
2024
Q4 | $196K | Buy |
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|
2024
Q3 | $183K | Sell |
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|
2024
Q2 | $153K | Hold |
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|
2024
Q1 | $147K | Hold |
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|
2023
Q4 | $133K | Buy |
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|
2023
Q3 | $70.8K | Buy |
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|
2023
Q2 | $17.4K | Sell |
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|
2023
Q1 | $19.4K | Sell |
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|
2022
Q4 | $20.2K | Sell |
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|
2022
Q3 | $17K | Sell |
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|
2022
Q2 | $19K | Buy |
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|
2021
Q4 | $23K | Hold |
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|
2021
Q3 | $21K | Buy |
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