Commonwealth Retirement Investments’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 | $1.03M | Sell |
11,337
-526
| -4% | -$47.9K | 0.39% | 70 |
|
|
2025
Q1 | $995K | Sell |
11,863
-163
| -1% | -$13.7K | 0.4% | 62 |
|
|
2024
Q4 | $924K | Sell |
12,026
-4
| -0% | -$307 | 0.38% | 65 |
|
|
2024
Q3 | $864K | Sell |
12,030
-700
| -5% | -$50.3K | 0.36% | 67 |
|
|
2024
Q2 | $762K | Sell |
12,730
-15,421
| -55% | -$924K | 0.35% | 67 |
|
|
2024
Q1 | $1.62M | Buy |
28,151
+394
| +1% | +$22.7K | 0.77% | 37 |
|
|
2023
Q4 | $1.44M | Buy |
27,757
+221
| +0.8% | +$11.5K | 0.77% | 40 |
|
|
2023
Q3 | $1.17M | Buy |
+27,536
| New | +$1.17M | 0.68% | 42 |
|