Colonial Trust 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
Q3 | $18.4K | Buy |
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|
2025
Q2 | $9.11K | Hold |
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|
2025
Q1 | $8.39K | Hold |
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|
2024
Q4 | $7.68K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $461 | Sell |
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|
2023
Q4 | $4.63K | Hold |
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|
2023
Q3 | $3.8K | Sell |
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|
2023
Q2 | $5.39K | Sell |
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|
2023
Q1 | $5.95K | Sell |
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|
2022
Q4 | $7.83K | Buy |
|