CFS Investment Advisory Services’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 | $277K | Buy |
3,044
+137
| +5% | +$12.5K | 0.02% | 281 |
|
|
2025
Q1 | $244K | Sell |
2,907
-5
| -0.2% | -$420 | 0.02% | 282 |
|
|
2024
Q4 | $224K | Sell |
2,912
-159
| -5% | -$12.2K | 0.02% | 281 |
|
|
2024
Q3 | $221K | Buy |
+3,071
| New | +$221K | 0.02% | 285 |
|
|
2022
Q2 | – | Sell |
-15,584
| Closed | – | – | 244 |
|
|
2022
Q1 | $0 | Buy |
+15,584
| New | – | ﹤0.01% | 427 |
|