CFIA
Cantor Fitzgerald Investment Advisors’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.46M | Sell |
59,907
-150
| -0.2% | -$13.7K | 0.39% | 77 |
|
|
2025
Q1 | $5.04M | Sell |
60,057
-135,437
| -69% | -$11.4M | 0.37% | 79 |
|
|
2024
Q4 | $15M | Buy |
195,494
+28
| +0% | +$2.15K | 1.04% | 41 |
|
|
2024
Q3 | $14M | Sell |
195,466
-124,276
| -39% | -$8.93M | 0.96% | 50 |
|
|
2024
Q2 | $19.1M | Sell |
319,742
-9,782
| -3% | -$586K | 1.48% | 22 |
|
|
2024
Q1 | $19M | Sell |
329,524
-8,843
| -3% | -$510K | 1.41% | 23 |
|
|
2023
Q4 | $17.6M | Buy |
+338,367
| New | +$17.6M | 1.36% | 25 |
|
|
2022
Q1 | $15M | Buy |
301,692
+148,530
| +97% | +$7.37M | 0.67% | 57 |
|
|
2021
Q4 | $8.9M | Buy |
153,162
+3,973
| +3% | +$231K | 0.54% | 57 |
|
|
2021
Q3 | $7.73M | Buy |
149,189
+1,480
| +1% | +$76.7K | 0.57% | 56 |
|
|
2021
Q2 | $7.57M | Buy |
+147,709
| New | +$7.57M | 0.56% | 57 |
|