First Trust Direct Indexing’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.19M | Buy |
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|
2024
Q2 | $1.75M | Buy |
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|
2024
Q1 | $1.49M | Buy |
|
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|
2023
Q4 | $1.22M | Buy |
|
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|
2023
Q3 | $705K | Buy |
|
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|
2023
Q2 | $689K | Sell |
|
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|
2023
Q1 | $750K | Buy |
|
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|
2022
Q4 | $690K | Buy |
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|
2022
Q3 | $581K | Sell |
|
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|
2022
Q2 | $645K | Buy |
|
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|
2022
Q1 | $764K | Buy |
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|
2021
Q4 | $858K | Sell |
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|
2021
Q3 | $771K | Buy |
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|
2021
Q2 | $503K | Buy |
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|
2021
Q1 | $373K | Buy |
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|
2020
Q4 | $297K | Buy |
|