Borer Denton & Associates’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 | $2.83M | Buy |
31,099
+1,490
| +5% | +$136K | 0.98% | 26 |
|
|
2025
Q1 | $2.48M | Buy |
29,609
+600
| +2% | +$50.3K | 0.88% | 26 |
|
|
2024
Q4 | $2.23M | Buy |
29,009
+2,389
| +9% | +$184K | 0.78% | 29 |
|
|
2024
Q3 | $1.91M | Buy |
26,620
+7,610
| +40% | +$547K | 0.65% | 31 |
|
|
2024
Q2 | $1.14M | Buy |
19,010
+15,110
| +387% | +$905K | 0.41% | 35 |
|
|
2024
Q1 | $225K | Buy |
+3,900
| New | +$225K | 0.08% | 57 |
|