CM Wealth 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 | $456K | Hold |
5,000
| – | – | 0.13% | 55 |
|
|
2025
Q1 | $419K | Hold |
5,000
| – | – | 0.13% | 59 |
|
|
2024
Q4 | $384K | Hold |
5,000
| – | – | 0.13% | 58 |
|
|
2024
Q3 | $359K | Buy |
+5,000
| New | +$359K | 0.12% | 63 |
|
|
2024
Q1 | – | Sell |
-5,000
| Closed | -$260K | – | 185 |
|
|
2023
Q4 | $260K | Hold |
5,000
| – | – | 0.11% | 65 |
|
|
2023
Q3 | $232K | Buy |
+5,000
| New | +$232K | 0.09% | 74 |
|
|
2023
Q2 | – | Sell |
-5,000
| Closed | -$209K | – | 191 |
|
|
2023
Q1 | $209K | Sell |
5,000
-1
| -0% | -$42 | 0.04% | 362 |
|
|
2022
Q4 | $696K | Buy |
+5,001
| New | +$696K | 0.36% | 31 |
|
|
2022
Q3 | – | Sell |
-5,000
| Closed | -$209K | – | 68 |
|
|
2022
Q2 | $209K | Buy |
+5,000
| New | +$209K | 0.13% | 69 |
|