Essex Savings Bank’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 | $295K | Buy |
3,237
+1
| +0% | +$91 | 0.07% | 219 |
|
|
2025
Q1 | $271K | Buy |
3,236
+43
| +1% | +$3.61K | 0.07% | 227 |
|
|
2024
Q4 | $245K | Buy |
3,193
+21
| +0.7% | +$1.61K | 0.06% | 243 |
|
|
2024
Q3 | $228K | Buy |
+3,172
| New | +$228K | 0.06% | 261 |
|
|
2022
Q1 | – | Sell |
-3,986
| Closed | -$232K | – | 227 |
|
|
2021
Q4 | $232K | Sell |
3,986
-5
| -0.1% | -$291 | 0.08% | 198 |
|
|
2021
Q3 | $220K | Sell |
3,991
-11
| -0.3% | -$606 | 0.08% | 199 |
|
|
2021
Q2 | $208K | Buy |
+4,002
| New | +$208K | 0.08% | 207 |
|
|
2019
Q3 | – | Sell |
-837
| Closed | -$37K | – | 227 |
|
|
2019
Q2 | $37K | Buy |
837
+92
| +12% | +$4.07K | 0.01% | 486 |
|
|
2019
Q1 | $38K | Hold |
745
| – | – | 0.02% | 326 |
|
|
2018
Q4 | $35K | Buy |
+745
| New | +$35K | 0.02% | 329 |
|