Cyndeo Wealth Partners’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 | $508K | Sell |
5,573
-117
| -2% | -$10.7K | 0.03% | 303 |
|
|
2025
Q1 | $477K | Buy |
5,690
+42
| +0.7% | +$3.52K | 0.03% | 304 |
|
|
2024
Q4 | $434K | Sell |
5,648
-53
| -0.9% | -$4.07K | 0.03% | 317 |
|
|
2024
Q3 | $410K | Buy |
5,701
+282
| +5% | +$20.3K | 0.03% | 323 |
|
|
2024
Q2 | $325K | Buy |
5,419
+935
| +21% | +$56K | 0.03% | 327 |
|
|
2024
Q1 | $258K | Sell |
4,484
-324
| -7% | -$18.7K | 0.02% | 341 |
|
|
2023
Q4 | $250K | Buy |
+4,808
| New | +$250K | 0.02% | 326 |
|