Caldwell Sutter Capital’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 | $724K | Hold |
7,943
| – | – | 0.33% | 84 |
|
|
2025
Q1 | $666K | Hold |
7,943
| – | – | 0.32% | 87 |
|
|
2024
Q4 | $610K | Hold |
7,943
| – | – | 0.28% | 97 |
|
|
2024
Q3 | $571K | Hold |
7,943
| – | – | 0.27% | 103 |
|
|
2024
Q2 | $476K | Hold |
7,943
| – | – | 0.24% | 112 |
|
|
2024
Q1 | $458K | Hold |
7,943
| – | – | 0.22% | 117 |
|
|
2023
Q4 | $413K | Hold |
7,943
| – | – | 0.21% | 117 |
|
|
2023
Q3 | $339K | Hold |
7,943
| – | – | 0.19% | 125 |
|
|
2023
Q2 | $354K | Buy |
+7,943
| New | +$354K | 0.19% | 126 |
|