Dogwood Wealth Management’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 | $6.67K | Buy |
72
+22
| +44% | +$2.04K | ﹤0.01% | 362 |
|
|
2025
Q1 | $4.19K | Buy |
+50
| New | +$4.19K | ﹤0.01% | 255 |
|
|
2024
Q4 | – | Hold |
0
| – | -$7 | – | 326 |
|
|
2024
Q3 | – | Hold |
0
| – | -$6 | – | 283 |
|
|
2024
Q2 | – | Hold |
0
| – | -$5 | – | 333 |
|
|
2024
Q1 | – | Hold |
0
| – | -$8 | – | 337 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 310 |
|