Continuum Advisory’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 | – | Sell |
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|
2025
Q1 | $264K | Buy |
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|
2024
Q4 | $181K | Buy |
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|
2024
Q3 | $182K | Buy |
|
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|
2024
Q2 | $72.8K | Buy |
|
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|
2024
Q1 | $36.4K | Sell |
|
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|
2023
Q4 | $509K | Sell |
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|
2023
Q3 | $494K | Sell |
|
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|
2023
Q2 | $527K | Buy |
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|
2023
Q1 | $534K | Buy |
|
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|
2022
Q4 | $529K | Sell |
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|
2022
Q3 | $455K | Buy |
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|
2022
Q2 | $484K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $325K | Sell |
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|
2018
Q3 | $463K | Buy |
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|
2018
Q2 | $461K | Buy |
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|
2018
Q1 | $401K | Buy |
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|
2017
Q4 | $367K | Buy |
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|
2017
Q3 | $360K | Sell |
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|
2017
Q2 | $350K | Buy |
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|
2017
Q1 | $257K | Buy |
|