Ellsworth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $464K | Buy |
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|
2024
Q3 | $344K | Buy |
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|
2024
Q2 | $207K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.92M | Buy |
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|
2023
Q2 | $3.87M | Sell |
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|
2023
Q1 | $4.02M | Buy |
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|
2022
Q4 | $4.21M | Buy |
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|
2022
Q3 | $216K | Hold |
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|
2022
Q2 | $233K | Buy |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $297K | Buy |
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|
2021
Q3 | $264K | Buy |
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|
2021
Q2 | $258K | Sell |
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|
2021
Q1 | $240K | Buy |
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|
2020
Q4 | $213K | Buy |
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