Fortis Group Advisors’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 | $564K | Sell |
6,195
-563
| -8% | -$51.3K | 0.1% | 152 |
|
|
2025
Q1 | $567K | Sell |
6,758
-342
| -5% | -$28.7K | 0.11% | 133 |
|
|
2024
Q4 | $545K | Hold |
7,100
| – | – | 0.1% | 125 |
|
|
2024
Q3 | $510K | Hold |
7,100
| – | – | 0.09% | 122 |
|
|
2024
Q2 | $425K | Hold |
7,100
| – | – | 0.08% | 128 |
|
|
2024
Q1 | $409K | Sell |
7,100
-7,100
| -50% | -$409K | 0.08% | 145 |
|
|
2023
Q4 | $739K | Buy |
14,200
+7,100
| +100% | +$370K | 0.18% | 60 |
|
|
2023
Q3 | $303K | Buy |
+7,100
| New | +$303K | 0.09% | 94 |
|
|
2020
Q3 | $243K | Buy |
+7,100
| New | +$243K | 0.05% | 170 |
|