Caitlin John’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 | $352K | Buy |
+3,865
| New | +$352K | 0.32% | 78 |
|
2024
Q3 | – | Sell |
-101
| Closed | -$6.05K | – | 855 |
|
2024
Q2 | $6.05K | Buy |
101
+94
| +1,343% | +$5.63K | ﹤0.01% | 521 |
|
2024
Q1 | $412 | Sell |
7
-1
| -13% | -$59 | ﹤0.01% | 801 |
|
2023
Q4 | $422 | Buy |
+8
| New | +$422 | ﹤0.01% | 814 |
|