Cidel Asset 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 | $517K | Sell |
5,679
-707
| -11% | -$64.4K | 0.03% | 191 |
|
|
2025
Q1 | $536K | Sell |
6,386
-687
| -10% | -$57.6K | 0.04% | 178 |
|
|
2024
Q4 | $543K | Sell |
7,073
-635
| -8% | -$48.8K | 0.04% | 173 |
|
|
2024
Q3 | $554K | Sell |
7,708
-582
| -7% | -$41.8K | 0.04% | 181 |
|
|
2024
Q2 | $496K | Sell |
8,290
-301
| -4% | -$18K | 0.04% | 178 |
|
|
2024
Q1 | $495K | Hold |
8,591
| – | – | 0.04% | 185 |
|
|
2023
Q4 | $447K | Buy |
+8,591
| New | +$447K | 0.02% | 199 |
|