C.M. Bidwell & 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 | $400K | Sell |
4,390
-220
| -5% | -$20K | 0.21% | 73 |
|
|
2025
Q1 | $387K | Sell |
4,610
-99
| -2% | -$8.3K | 0.23% | 71 |
|
|
2024
Q4 | $362K | Sell |
4,709
-70
| -1% | -$5.38K | 0.22% | 75 |
|
|
2024
Q3 | $343K | Sell |
4,779
-115
| -2% | -$8.26K | 0.21% | 78 |
|
|
2024
Q2 | $293K | Sell |
4,894
-14
| -0.3% | -$838 | 0.2% | 83 |
|
|
2024
Q1 | $283K | Buy |
+4,908
| New | +$283K | 0.19% | 94 |
|
|
2020
Q4 | – | Sell |
-1,455
| Closed | -$50K | – | 483 |
|
|
2020
Q3 | $50K | Sell |
1,455
-1,030
| -41% | -$35.4K | 0.05% | 264 |
|
|
2020
Q2 | $96K | Buy |
+2,485
| New | +$96K | 0.09% | 213 |
|
|
2018
Q3 | – | Sell |
-555
| Closed | -$30K | – | 392 |
|
|
2018
Q2 | $30K | Buy |
+555
| New | +$30K | 0.03% | 277 |
|
|
2017
Q1 | – | Sell |
-43,265
| Closed | -$2.05M | – | 229 |
|
|
2016
Q4 | $2.05M | Buy |
+43,265
| New | +$2.05M | 0.48% | 80 |
|
|
2016
Q3 | – | Sell |
-85,345
| Closed | -$3.32M | – | 260 |
|
|
2016
Q2 | $3.32M | Buy |
+85,345
| New | +$3.32M | 0.82% | 76 |
|
|
2016
Q1 | – | Sell |
-96,610
| Closed | -$3.98M | – | 260 |
|
|
2015
Q4 | $3.98M | Sell |
96,610
-270
| -0.3% | -$11.1K | 0.95% | 51 |
|
|
2015
Q3 | $3.79M | Buy |
96,880
+84,390
| +676% | +$3.3M | 0.93% | 49 |
|
|
2015
Q2 | $524K | Buy |
+12,490
| New | +$524K | 0.12% | 106 |
|