Compass Wealth 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 | $219K | Hold |
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|
2025
Q1 | $201K | Hold |
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|
2024
Q4 | $184K | Hold |
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|
2024
Q3 | $172K | Hold |
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|
2024
Q2 | $144K | Hold |
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|
2024
Q1 | $138K | Hold |
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|
2023
Q4 | $125K | Sell |
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|
2023
Q3 | $107K | Hold |
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|
2023
Q2 | $111K | Sell |
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|
2023
Q1 | $119K | Hold |
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|
2022
Q4 | $119K | Buy |
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