Crewe Advisors’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 | $12.9K | Buy |
+142
| New | +$12.9K | ﹤0.01% | 428 |
|
|
2024
Q4 | – | Sell |
-7
| Closed | -$504 | – | 663 |
|
|
2024
Q3 | $504 | Sell |
7
-25
| -78% | -$1.8K | ﹤0.01% | 665 |
|
|
2024
Q2 | $1.92K | Buy |
+32
| New | +$1.92K | ﹤0.01% | 872 |
|
|
2023
Q4 | – | Sell |
-27
| Closed | -$1.15K | – | 447 |
|
|
2023
Q3 | $1.15K | Buy |
27
+5
| +23% | +$213 | ﹤0.01% | 350 |
|
|
2023
Q2 | $980 | Buy |
+22
| New | +$980 | ﹤0.01% | 583 |
|
|
2022
Q4 | – | Sell |
-128
| Closed | -$5K | – | 1051 |
|
|
2022
Q3 | $5K | Buy |
+128
| New | +$5K | ﹤0.01% | 836 |
|
|
2020
Q4 | – | Sell |
-107
| Closed | -$4K | – | 468 |
|
|
2020
Q3 | $4K | Buy |
+107
| New | +$4K | ﹤0.01% | 382 |
|
|
2020
Q1 | – | Sell |
-436
| Closed | -$22K | – | 185 |
|
|
2019
Q4 | $22K | Buy |
+436
| New | +$22K | 0.01% | 150 |
|
|
2019
Q3 | – | Sell |
-14
| Closed | -$1K | – | 222 |
|
|
2019
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 280 |
|
|
2019
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 227 |
|