Clear Creek Financial 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 | $358K | Sell |
3,930
-296
| -7% | -$27K | 0.03% | 410 |
|
|
2025
Q1 | $354K | Sell |
4,226
-787
| -16% | -$66K | 0.04% | 368 |
|
|
2024
Q4 | $385K | Sell |
5,013
-436
| -8% | -$33.5K | 0.04% | 337 |
|
|
2024
Q3 | $392K | Sell |
5,449
-336
| -6% | -$24.1K | 0.04% | 303 |
|
|
2024
Q2 | $346K | Sell |
5,785
-166
| -3% | -$9.94K | 0.04% | 311 |
|
|
2024
Q1 | $343K | Buy |
+5,951
| New | +$343K | 0.04% | 304 |
|