Evoke Wealth’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 | $282K | Buy |
+3,091
| New | +$282K | 0.01% | 456 |
|
|
2022
Q4 | – | Sell |
-654
| Closed | -$25K | – | 457 |
|
|
2022
Q3 | $25K | Sell |
654
-6
| -0.9% | -$229 | ﹤0.01% | 608 |
|
|
2022
Q2 | $28K | Buy |
660
+14
| +2% | +$594 | ﹤0.01% | 601 |
|
|
2022
Q1 | $32K | Buy |
646
+52
| +9% | +$2.58K | ﹤0.01% | 578 |
|
|
2021
Q4 | $34K | Hold |
594
| – | – | ﹤0.01% | 586 |
|
|
2021
Q3 | $30K | Hold |
594
| – | – | ﹤0.01% | 571 |
|
|
2021
Q2 | $30K | Sell |
594
-88
| -13% | -$4.44K | ﹤0.01% | 581 |
|
|
2021
Q1 | $32K | Buy |
682
+53
| +8% | +$2.49K | ﹤0.01% | 510 |
|
|
2020
Q4 | $27K | Hold |
629
| – | – | ﹤0.01% | 453 |
|
|
2020
Q3 | $22K | Sell |
629
-24
| -4% | -$839 | ﹤0.01% | 463 |
|
|
2020
Q2 | $25K | Buy |
653
+28
| +4% | +$1.07K | ﹤0.01% | 436 |
|
|
2020
Q1 | $21K | Sell |
625
-4,820
| -89% | -$162K | ﹤0.01% | 432 |
|
|
2019
Q4 | $274K | Sell |
5,445
-2,859
| -34% | -$144K | 0.03% | 187 |
|
|
2019
Q3 | $375K | Buy |
+8,304
| New | +$375K | 0.05% | 171 |
|