Dorchester Wealth Management’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $222K | Hold |
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|
2024
Q1 | $213K | Buy |
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $237K | Hold |
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|
2022
Q3 | $200K | Hold |
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|
2022
Q2 | $217K | Sell |
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|
2022
Q1 | $329K | Sell |
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|
2021
Q4 | $346K | Sell |
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|
2021
Q3 | $320K | Sell |
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|
2021
Q2 | $318K | Hold |
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|
2021
Q1 | $293K | Hold |
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|
2020
Q4 | $263K | Buy |
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