Covestor’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 | $74K | Buy |
814
+49
| +6% | +$4.46K | 0.04% | 716 |
|
|
2025
Q1 | $64K | Sell |
765
-483
| -39% | -$40.4K | 0.04% | 728 |
|
|
2024
Q4 | $96K | Sell |
1,248
-49
| -4% | -$3.77K | 0.06% | 552 |
|
|
2024
Q3 | $93K | Buy |
1,297
+887
| +216% | +$63.6K | 0.06% | 560 |
|
|
2024
Q2 | $25K | Sell |
410
-988
| -71% | -$60.2K | 0.02% | 1112 |
|
|
2024
Q1 | $80K | Buy |
1,398
+335
| +32% | +$19.2K | 0.05% | 663 |
|
|
2023
Q4 | $56K | Buy |
1,063
+521
| +96% | +$27.4K | 0.04% | 794 |
|
|
2023
Q3 | $23K | Sell |
542
-5
| -0.9% | -$212 | 0.02% | 1056 |
|
|
2023
Q2 | $24K | Sell |
547
-640
| -54% | -$28.1K | 0.02% | 1049 |
|
|
2023
Q1 | $53K | Sell |
1,187
-1,555
| -57% | -$69.4K | 0.05% | 683 |
|
|
2022
Q4 | $125K | Buy |
+2,742
| New | +$125K | 0.1% | 294 |
|
|
2022
Q3 | – | Sell |
-2,269
| Closed | -$95K | – | 2000 |
|
|
2022
Q2 | $95K | Buy |
2,269
+1,337
| +143% | +$56K | 0.08% | 441 |
|
|
2022
Q1 | $46K | Buy |
932
+82
| +10% | +$4.05K | 0.03% | 825 |
|
|
2021
Q4 | $49K | Buy |
+850
| New | +$49K | 0.07% | 549 |
|