CVA Family Office’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 | $156K | Sell |
1,711
-66
| -4% | -$6.01K | 0.02% | 332 |
|
|
2025
Q1 | $149K | Buy |
1,777
+234
| +15% | +$19.6K | 0.02% | 323 |
|
|
2024
Q4 | $119K | Buy |
1,543
+167
| +12% | +$12.8K | 0.02% | 356 |
|
|
2024
Q3 | $98.9K | Buy |
1,376
+46
| +3% | +$3.31K | 0.02% | 373 |
|
|
2024
Q2 | $79.7K | Buy |
1,330
+52
| +4% | +$3.11K | 0.01% | 395 |
|
|
2024
Q1 | $73.6K | Buy |
1,278
+9
| +0.7% | +$519 | 0.01% | 414 |
|
|
2023
Q4 | $66.1K | Buy |
+1,269
| New | +$66.1K | 0.01% | 411 |
|
|
2023
Q3 | – | Sell |
-655
| Closed | -$29.2K | – | 311 |
|
|
2023
Q2 | $29.2K | Sell |
655
-1,182
| -64% | -$52.6K | 0.01% | 555 |
|
|
2023
Q1 | $83.5K | Buy |
1,837
+352
| +24% | +$16K | 0.02% | 341 |
|
|
2022
Q4 | $67.6K | Sell |
1,485
-210
| -12% | -$9.56K | 0.02% | 351 |
|
|
2022
Q3 | $65K | Buy |
1,695
+115
| +7% | +$4.41K | 0.02% | 305 |
|
|
2022
Q2 | $66K | Buy |
1,580
+380
| +32% | +$15.9K | 0.02% | 306 |
|
|
2022
Q1 | $60K | Hold |
1,200
| – | – | 0.01% | 362 |
|
|
2021
Q4 | $70K | Buy |
+1,200
| New | +$70K | 0.02% | 302 |
|
|
2021
Q3 | – | Sell |
-1,295
| Closed | -$66K | – | 422 |
|
|
2021
Q2 | $66K | Buy |
1,295
+570
| +79% | +$29.1K | 0.02% | 312 |
|
|
2021
Q1 | $34K | Buy |
+725
| New | +$34K | 0.01% | 314 |
|