Coppell Advisory Solutions’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
Q1 | – | Sell |
-1,286
| Closed | -$99.2K | – | 499 |
|
|
2024
Q4 | $99.2K | Hold |
1,286
| – | – | 0.01% | 418 |
|
|
2024
Q3 | $92.2K | Sell |
1,286
-300
| -19% | -$21.5K | 0.01% | 412 |
|
|
2024
Q2 | $95K | Buy |
+1,586
| New | +$95K | 0.02% | 371 |
|
|
2023
Q4 | $72.1K | Buy |
1,386
+387
| +39% | +$20.1K | 0.01% | 418 |
|
|
2023
Q3 | $45.5K | Buy |
999
+732
| +274% | +$33.3K | 0.02% | 338 |
|
|
2023
Q2 | $11.8K | Buy |
+267
| New | +$11.8K | ﹤0.01% | 655 |
|
|
2023
Q1 | – | Sell |
-999
| Closed | -$45.5K | – | 289 |
|
|
2022
Q4 | $45.5K | Buy |
+999
| New | +$45.5K | 0.02% | 342 |
|