EPA
Element Pointe Advisors’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
19,191
-1,146
| -6% | -$104K | 0.42% | 24 |
|
|
2025
Q1 | $1.71M | Sell |
20,337
-645
| -3% | -$54.1K | 0.41% | 23 |
|
|
2024
Q4 | $1.61M | Sell |
20,982
-1,454
| -6% | -$112K | 0.38% | 24 |
|
|
2024
Q3 | $1.61M | Sell |
22,436
-3,042
| -12% | -$219K | 0.39% | 23 |
|
|
2024
Q2 | $1.53M | Hold |
25,478
| – | – | 0.39% | 24 |
|
|
2024
Q1 | $1.47M | Buy |
+25,478
| New | +$1.47M | 0.38% | 27 |
|