Exchange 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 | $688K | Hold |
7,555
| – | – | 0.54% | 52 |
|
|
2025
Q1 | $634K | Sell |
7,555
-100
| -1% | -$8.39K | 0.51% | 56 |
|
|
2024
Q4 | $588K | Sell |
7,655
-3
| -0% | -$230 | 0.47% | 62 |
|
|
2024
Q3 | $550K | Sell |
7,658
-898
| -10% | -$64.5K | 0.45% | 66 |
|
|
2024
Q2 | $512K | Sell |
8,556
-113
| -1% | -$6.77K | 0.44% | 64 |
|
|
2024
Q1 | $500K | Hold |
8,669
| – | – | 0.41% | 67 |
|
|
2023
Q4 | $451K | Buy |
8,669
+55
| +0.6% | +$2.86K | 0.39% | 70 |
|
|
2023
Q3 | $367K | Hold |
8,614
| – | – | 0.35% | 70 |
|
|
2023
Q2 | $383K | Buy |
+8,614
| New | +$383K | 0.37% | 68 |
|