CreativeOne Wealth’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 | $991K | Buy |
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|
2025
Q1 | $890K | Sell |
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|
2024
Q4 | $918K | Buy |
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|
2024
Q3 | $645K | Buy |
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|
2024
Q2 | $517K | Buy |
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|
2024
Q1 | $418K | Buy |
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|
2023
Q4 | $257K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $272K | Sell |
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|
2021
Q4 | $380K | Buy |
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|
2021
Q3 | $344K | Buy |
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|
2021
Q2 | $270K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $425K | Buy |
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