Carolinas Wealth Consulting’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
Q2 | – | Sell |
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|
2025
Q1 | $9.9K | Buy |
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|
2024
Q4 | $7.84K | Hold |
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|
2024
Q3 | $7.33K | Buy |
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|
2024
Q2 | $4.91K | Buy |
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|
2024
Q1 | $4.44K | Buy |
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|
2023
Q4 | $3.75K | Hold |
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|
2023
Q3 | $3.09K | Sell |
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|
2023
Q2 | $4.1K | Hold |
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|
2023
Q1 | $4.18K | Hold |
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|
2022
Q4 | $4.19K | Hold |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $4K | Buy |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $4K | Sell |
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|
2021
Q2 | $98K | Sell |
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|
2021
Q1 | $100K | Sell |
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|
2020
Q4 | $104K | Buy |
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|
2020
Q3 | $38K | Buy |
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|
2020
Q2 | $24K | Buy |
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