Claro 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 | $341K | Sell |
3,740
-467
| -11% | -$42.5K | 0.06% | 265 |
|
|
2025
Q1 | $353K | Buy |
4,207
+269
| +7% | +$22.6K | 0.05% | 344 |
|
|
2024
Q4 | $303K | Sell |
3,938
-224
| -5% | -$17.2K | 0.04% | 357 |
|
|
2024
Q3 | $299K | Buy |
+4,162
| New | +$299K | 0.04% | 379 |
|
|
2019
Q1 | – | Sell |
-651
| Closed | -$33K | – | 234 |
|
|
2018
Q4 | $33K | Buy |
+651
| New | +$33K | 0.03% | 426 |
|