Bruce G. Allen Investments’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 | $413K | Buy |
4,535
+169
| +4% | +$15.4K | 0.31% | 40 |
|
|
2025
Q1 | $366K | Buy |
4,366
+88
| +2% | +$7.38K | 0.29% | 41 |
|
|
2024
Q4 | $329K | Buy |
4,278
+256
| +6% | +$19.7K | 0.27% | 50 |
|
|
2024
Q3 | $289K | Sell |
4,022
-165
| -4% | -$11.9K | 0.22% | 57 |
|
|
2024
Q2 | $251K | Sell |
4,187
-198
| -5% | -$11.9K | 0.21% | 60 |
|
|
2024
Q1 | $253K | Sell |
4,385
-5
| -0.1% | -$288 | 0.21% | 61 |
|
|
2023
Q4 | $229K | Buy |
+4,390
| New | +$229K | 0.21% | 63 |
|