Daymark 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 | $383K | Buy |
4,205
+215
| +5% | +$19.6K | 0.01% | 407 |
|
|
2025
Q1 | $335K | Buy |
3,990
+165
| +4% | +$13.8K | 0.01% | 393 |
|
|
2024
Q4 | $294K | Sell |
3,825
-2,774
| -42% | -$213K | 0.01% | 414 |
|
|
2024
Q3 | $474K | Sell |
6,599
-2,181
| -25% | -$157K | 0.02% | 341 |
|
|
2024
Q2 | $526K | Sell |
8,780
-1,821
| -17% | -$109K | 0.02% | 310 |
|
|
2024
Q1 | $611K | Sell |
10,601
-1,620
| -13% | -$93.3K | 0.03% | 252 |
|
|
2023
Q4 | $636K | Buy |
12,221
+379
| +3% | +$19.7K | 0.04% | 228 |
|
|
2023
Q3 | $505K | Sell |
11,842
-466
| -4% | -$19.9K | 0.03% | 240 |
|
|
2023
Q2 | $548K | Buy |
+12,308
| New | +$548K | 0.04% | 223 |
|