Coldstream Capital Management’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 | $1.71M | Buy |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $982K | Buy |
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|
2024
Q2 | $706K | Buy |
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|
2024
Q1 | $661K | Buy |
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|
2023
Q4 | $452K | Buy |
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|
2023
Q3 | $341K | Sell |
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|
2023
Q2 | $376K | Buy |
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|
2023
Q1 | $381K | Buy |
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|
2022
Q4 | $377K | Buy |
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|
2022
Q2 | $281K | Sell |
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|
2022
Q1 | $355K | Sell |
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|
2021
Q4 | $501K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $292K | Buy |
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|
2021
Q1 | $257K | Buy |
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