Caldwell Trust’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $143K | Buy |
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|
2025
Q2 | $36.4K | Hold |
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|
2025
Q1 | $33.5K | Sell |
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|
2024
Q4 | $49.9K | Sell |
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|
2024
Q3 | $53.8K | Buy |
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|
2024
Q2 | $26.4K | Hold |
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|
2024
Q1 | $25.4K | Hold |
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|
2023
Q4 | $23K | Hold |
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|
2023
Q3 | $18.8K | Sell |
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|
2023
Q2 | $33K | Hold |
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|
2023
Q1 | $33.7K | Hold |
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|
2022
Q4 | $33.7K | Hold |
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|
2022
Q3 | $28.5K | Hold |
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|
2022
Q2 | $30.9K | Hold |
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|
2022
Q1 | $36.8K | Hold |
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|
2021
Q4 | $43K | Hold |
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|
2021
Q3 | $38.4K | Hold |
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|
2021
Q2 | $38K | Hold |
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|
2021
Q1 | $35K | Sell |
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|
2020
Q4 | $46.9K | Hold |
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|
2020
Q3 | $38K | Sell |
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|
2020
Q2 | $51.9K | Hold |
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|
2020
Q1 | $45.3K | Buy |
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|
2019
Q4 | $55.1K | Buy |
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