Clearstead Advisors’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Sell |
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|
2025
Q1 | $364K | Sell |
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|
2024
Q4 | $663K | Sell |
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|
2024
Q3 | $634K | Buy |
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|
2024
Q2 | $514K | Buy |
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|
2024
Q1 | $215K | Sell |
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|
2023
Q4 | $210K | Sell |
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|
2023
Q3 | $347K | Buy |
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|
2023
Q2 | $180K | Sell |
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|
2023
Q1 | $203K | Buy |
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|
2022
Q4 | $186K | Sell |
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|
2022
Q3 | $163K | Buy |
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|
2022
Q2 | $51K | Buy |
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|
2022
Q1 | $57K | Hold |
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|
2021
Q4 | $66K | Sell |
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|
2021
Q3 | $68K | Sell |
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|
2021
Q2 | $664K | Buy |
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|
2021
Q1 | $612K | Sell |
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|
2020
Q4 | $630K | Hold |
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|
2020
Q3 | $510K | Hold |
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|
2020
Q2 | $574K | Hold |
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|
2020
Q1 | $500K | Hold |
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|
2019
Q4 | $747K | Hold |
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|
2019
Q3 | $671K | Hold |
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|
2019
Q2 | $655K | Hold |
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|
2019
Q1 | $748K | Hold |
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|
2018
Q4 | $699K | Buy |
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|
2018
Q3 | $714K | Sell |
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|
2018
Q2 | $760K | Buy |
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|
2018
Q1 | $721K | Hold |
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|
2017
Q4 | $754K | Hold |
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|
2017
Q3 | $742K | Hold |
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|
2017
Q2 | $714K | Hold |
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|
2017
Q1 | $661K | Buy |
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