Chemistry Wealth Management’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 | $252K | Hold |
2,762
| – | – | 0.05% | 168 |
|
2025
Q1 | $232K | Buy |
2,762
+97
| +4% | +$8.14K | 0.05% | 164 |
|
2024
Q4 | $205K | Buy |
+2,665
| New | +$205K | 0.05% | 173 |
|
2022
Q2 | – | Sell |
-4,023
| Closed | -$200K | – | 133 |
|
2022
Q1 | $200K | Buy |
4,023
+494
| +14% | +$24.6K | 0.07% | 136 |
|
2021
Q4 | $205K | Buy |
+3,529
| New | +$205K | 0.17% | 82 |
|