Creative Financial Designs’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 | $14.6K | Buy |
160
+5
| +3% | +$456 | ﹤0.01% | 1227 |
|
|
2025
Q1 | $13K | Buy |
155
+5
| +3% | +$419 | ﹤0.01% | 1218 |
|
|
2024
Q4 | $11.5K | Sell |
150
-73
| -33% | -$5.61K | ﹤0.01% | 1196 |
|
|
2024
Q3 | $16K | Buy |
223
+181
| +431% | +$13K | ﹤0.01% | 1079 |
|
|
2024
Q2 | $2.52K | Hold |
42
| – | – | ﹤0.01% | 1458 |
|
|
2024
Q1 | $2.42K | Hold |
42
| – | – | ﹤0.01% | 1461 |
|
|
2023
Q4 | $2.19K | Hold |
42
| – | – | ﹤0.01% | 1415 |
|
|
2023
Q3 | $1.79K | Hold |
42
| – | – | ﹤0.01% | 1354 |
|
|
2023
Q2 | $1.87K | Buy |
+42
| New | +$1.87K | ﹤0.01% | 1321 |
|
|
2022
Q4 | – | Sell |
-137
| Closed | -$5K | – | 1308 |
|
|
2022
Q3 | $5K | Sell |
137
-74
| -35% | -$2.7K | ﹤0.01% | 1019 |
|
|
2022
Q2 | $9K | Buy |
211
+1
| +0.5% | +$43 | ﹤0.01% | 881 |
|
|
2022
Q1 | $10K | Buy |
210
+51
| +32% | +$2.43K | ﹤0.01% | 896 |
|
|
2021
Q4 | $9K | Buy |
159
+1
| +0.6% | +$57 | ﹤0.01% | 917 |
|
|
2021
Q3 | $8K | Buy |
+158
| New | +$8K | ﹤0.01% | 1053 |
|