Envestnet Portfolio Solutions’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 | $3.03M | Sell |
33,233
-13,292
| -29% | -$1.21M | 0.01% | 459 |
|
|
2025
Q1 | $3.9M | Sell |
46,525
-12,367
| -21% | -$1.04M | 0.01% | 422 |
|
|
2024
Q4 | $4.52M | Buy |
58,892
+7,863
| +15% | +$604K | 0.01% | 417 |
|
|
2024
Q3 | $3.67M | Sell |
51,029
-7,820
| -13% | -$562K | 0.01% | 479 |
|
|
2024
Q2 | $3.52M | Sell |
58,849
-10,272
| -15% | -$615K | 0.01% | 462 |
|
|
2024
Q1 | $3.98M | Buy |
69,121
+23,940
| +53% | +$1.38M | 0.02% | 438 |
|
|
2023
Q4 | $2.35M | Buy |
45,181
+3,777
| +9% | +$197K | 0.01% | 543 |
|
|
2023
Q3 | $1.77M | Buy |
+41,404
| New | +$1.77M | 0.01% | 575 |
|