Clearstead Trust’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 | $64.6K | Buy |
709
+130
| +22% | +$11.8K | 0.01% | 286 |
|
|
2025
Q1 | $48.6K | Buy |
579
+38
| +7% | +$3.19K | 0.01% | 276 |
|
|
2024
Q4 | $41.6K | Hold |
541
| – | – | 0.01% | 269 |
|
|
2024
Q3 | $38.9K | Hold |
541
| – | – | 0.01% | 259 |
|
|
2024
Q2 | $32.4K | Buy |
+541
| New | +$32.4K | 0.01% | 276 |
|
|
2018
Q4 | – | Sell |
-110
| Closed | -$6K | – | 223 |
|
|
2018
Q3 | $6K | Buy |
+110
| New | +$6K | ﹤0.01% | 176 |
|