Centerpoint Advisors’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 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 359 |
|
2024
Q4 | – | Sell |
-28
| Closed | -$2K | – | 448 |
|
2024
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 430 |
|
2024
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 402 |
|
2024
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 388 |
|
2023
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 399 |
|
2023
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 471 |
|
2023
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 475 |
|
2023
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 470 |
|
2022
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 425 |
|
2022
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 341 |
|
2022
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 344 |
|
2022
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 350 |
|
2021
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 326 |
|
2021
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 269 |
|
2021
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 268 |
|
2021
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 245 |
|
2020
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 231 |
|
2020
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 213 |
|
2019
Q3 | – | Sell |
-276
| Closed | -$12K | – | 269 |
|
2019
Q2 | $12K | Hold |
276
| – | – | 0.01% | 149 |
|
2019
Q1 | $14K | Buy |
+276
| New | +$14K | 0.01% | 142 |
|