Cornerstone Planning Group’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 | $29.7K | Sell |
295
-97
| -25% | -$9.76K | 0.01% | 338 |
|
|
2025
Q1 | $30.5K | Buy |
392
+196
| +100% | +$15.2K | 0.01% | 319 |
|
|
2024
Q4 | $16.8K | Sell |
196
-9
| -4% | -$773 | ﹤0.01% | 336 |
|
|
2024
Q3 | $15.7K | Buy |
205
+5
| +3% | +$383 | ﹤0.01% | 342 |
|
|
2024
Q2 | $12.3K | Sell |
200
-29
| -13% | -$1.78K | ﹤0.01% | 394 |
|
|
2024
Q1 | $13.1K | Sell |
229
-15
| -6% | -$855 | ﹤0.01% | 361 |
|
|
2023
Q4 | $12.7K | Buy |
244
+59
| +32% | +$3.07K | ﹤0.01% | 390 |
|
|
2023
Q3 | $7.89K | Sell |
185
-341
| -65% | -$14.5K | ﹤0.01% | 467 |
|
|
2023
Q2 | $23.4K | Buy |
+526
| New | +$23.4K | 0.01% | 400 |
|
|
2022
Q4 | $33K | Buy |
+674
| New | +$33K | 0.01% | 333 |
|