EverSource Wealth Advisors’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 | $404K | Buy |
4,438
+1,273
| +40% | +$116K | 0.02% | 531 |
|
|
2025
Q1 | $265K | Buy |
3,165
+1,870
| +144% | +$157K | 0.01% | 564 |
|
|
2024
Q4 | $99.5K | Buy |
1,295
+259
| +25% | +$19.9K | 0.01% | 897 |
|
|
2024
Q3 | $74.4K | Buy |
1,036
+11
| +1% | +$790 | ﹤0.01% | 902 |
|
|
2024
Q2 | $66.7K | Buy |
1,025
+19
| +2% | +$1.24K | ﹤0.01% | 961 |
|
|
2024
Q1 | $56.9K | Buy |
1,006
+24
| +2% | +$1.36K | ﹤0.01% | 923 |
|
|
2023
Q4 | $51.1K | Buy |
982
+24
| +3% | +$1.25K | ﹤0.01% | 892 |
|
|
2023
Q3 | $40.9K | Buy |
958
+26
| +3% | +$1.11K | ﹤0.01% | 893 |
|
|
2023
Q2 | $41.5K | Buy |
932
+28
| +3% | +$1.25K | ﹤0.01% | 909 |
|
|
2023
Q1 | $41.1K | Buy |
904
+84
| +10% | +$3.82K | 0.01% | 855 |
|
|
2022
Q4 | $37.3K | Sell |
820
-128
| -14% | -$5.83K | 0.01% | 868 |
|
|
2022
Q3 | $36K | Buy |
948
+668
| +239% | +$25.4K | 0.01% | 725 |
|
|
2022
Q2 | $12K | Sell |
280
-85
| -23% | -$3.64K | ﹤0.01% | 977 |
|
|
2022
Q1 | $18K | Buy |
365
+69
| +23% | +$3.4K | ﹤0.01% | 735 |
|
|
2021
Q4 | $17K | Buy |
+296
| New | +$17K | ﹤0.01% | 741 |
|