EverSource Wealth 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
Q2 | $404K | Buy |
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|
2025
Q1 | $265K | Buy |
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|
2024
Q4 | $99.5K | Buy |
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|
2024
Q3 | $74.4K | Buy |
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|
2024
Q2 | $66.7K | Buy |
|
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|
2024
Q1 | $56.9K | Buy |
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|
2023
Q4 | $51.1K | Buy |
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|
2023
Q3 | $40.9K | Buy |
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|
2023
Q2 | $41.5K | Buy |
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|
2023
Q1 | $41.1K | Buy |
|
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|
2022
Q4 | $37.3K | Sell |
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|
2022
Q3 | $36K | Buy |
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|
2022
Q2 | $12K | Sell |
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|
2022
Q1 | $18K | Buy |
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|
2021
Q4 | $17K | Buy |
|