BSW Wealth Partners’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 | $470K | Buy |
5,162
+209
| +4% | +$19K | 0.06% | 171 |
|
|
2025
Q1 | $415K | Sell |
4,953
-1,924
| -28% | -$161K | 0.06% | 185 |
|
|
2024
Q4 | $528K | Buy |
6,877
+57
| +0.8% | +$4.38K | 0.08% | 151 |
|
|
2024
Q3 | $490K | Sell |
6,820
-4,025
| -37% | -$289K | 0.07% | 151 |
|
|
2024
Q2 | $649K | Sell |
10,845
-167
| -2% | -$10K | 0.11% | 106 |
|
|
2024
Q1 | $635K | Sell |
11,012
-1,171
| -10% | -$67.5K | 0.11% | 113 |
|
|
2023
Q4 | $634K | Buy |
12,183
+489
| +4% | +$25.5K | 0.13% | 101 |
|
|
2023
Q3 | $499K | Buy |
11,694
+1,279
| +12% | +$54.6K | 0.11% | 107 |
|
|
2023
Q2 | $464K | Sell |
10,415
-4
| -0% | -$178 | 0.1% | 117 |
|
|
2023
Q1 | $473K | Buy |
10,419
+479
| +5% | +$21.8K | 0.1% | 143 |
|
|
2022
Q4 | $452K | Sell |
9,940
-1,351
| -12% | -$61.4K | 0.1% | 148 |
|
|
2022
Q3 | $435K | Buy |
11,291
+1,372
| +14% | +$52.9K | 0.11% | 133 |
|
|
2022
Q2 | $414K | Sell |
9,919
-128
| -1% | -$5.34K | 0.1% | 139 |
|
|
2022
Q1 | $499K | Buy |
10,047
+633
| +7% | +$31.4K | 0.13% | 121 |
|
|
2021
Q4 | $547K | Buy |
9,414
+3,846
| +69% | +$223K | 0.14% | 107 |
|
|
2021
Q3 | $289K | Buy |
+5,568
| New | +$289K | 0.08% | 189 |
|