Drucker Wealth 3.0’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 | $686K | Sell |
7,376
-1,465
| -17% | -$136K | 0.13% | 125 |
|
|
2025
Q1 | $741K | Sell |
8,841
-1,110
| -11% | -$93.1K | 0.16% | 87 |
|
|
2024
Q4 | $765K | Sell |
9,951
-887
| -8% | -$68.1K | 0.18% | 93 |
|
|
2024
Q3 | $779K | Buy |
10,838
+396
| +4% | +$28.5K | 0.19% | 93 |
|
|
2024
Q2 | $625K | Buy |
+10,442
| New | +$625K | 0.17% | 98 |
|