FTWA
Fifth Third Wealth Advisors’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
20,895
+6,333
| +43% | +$577K | 0.08% | 165 |
|
|
2025
Q1 | $1.22M | Sell |
14,562
-5,705
| -28% | -$478K | 0.06% | 191 |
|
|
2024
Q4 | $1.56M | Buy |
20,267
+895
| +5% | +$68.8K | 0.08% | 153 |
|
|
2024
Q3 | $1.39M | Buy |
19,372
+6,465
| +50% | +$465K | 0.09% | 153 |
|
|
2024
Q2 | $773K | Buy |
12,907
+1,107
| +9% | +$66.3K | 0.06% | 193 |
|
|
2024
Q1 | $680K | Buy |
11,800
+100
| +0.9% | +$5.76K | 0.11% | 131 |
|
|
2023
Q4 | $609K | Sell |
11,700
-100
| -0.8% | -$5.21K | 0.2% | 105 |
|
|
2023
Q3 | $503K | Buy |
+11,800
| New | +$503K | 0.2% | 104 |
|