Evoke Wealth’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
Q3
$408K Buy
2025
Q2
$282K Buy
2022
Q4
Sell
2022
Q3
$25K Sell
2022
Q2
$28K Buy
2022
Q1
$32K Buy
2021
Q4
$34K Hold
2021
Q3
$30K Hold
2021
Q2
$30K Sell
2021
Q1
$32K Buy
2020
Q4
$27K Hold
2020
Q3
$22K Sell
2020
Q2
$25K Buy
2020
Q1
$21K Sell
2019
Q4
$274K Sell
2019
Q3
$375K Buy