Colonial Trust 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 | $9.11K | Hold |
100
| – | – | ﹤0.01% | 520 |
|
|
2025
Q1 | $8.39K | Hold |
100
| – | – | ﹤0.01% | 515 |
|
|
2024
Q4 | $7.68K | Buy |
+100
| New | +$7.68K | ﹤0.01% | 516 |
|
|
2024
Q2 | – | Sell |
-8
| Closed | -$461 | – | 788 |
|
|
2024
Q1 | $461 | Sell |
8
-81
| -91% | -$4.67K | ﹤0.01% | 914 |
|
|
2023
Q4 | $4.63K | Hold |
89
| – | – | ﹤0.01% | 620 |
|
|
2023
Q3 | $3.8K | Sell |
89
-32
| -26% | -$1.37K | ﹤0.01% | 647 |
|
|
2023
Q2 | $5.39K | Sell |
121
-10
| -8% | -$445 | ﹤0.01% | 615 |
|
|
2023
Q1 | $5.95K | Sell |
131
-41
| -24% | -$1.86K | ﹤0.01% | 592 |
|
|
2022
Q4 | $7.83K | Buy |
+172
| New | +$7.83K | ﹤0.01% | 558 |
|