Foundations Investment Advisors’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
Q2 | $792K | Sell |
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|
2025
Q1 | $758K | Buy |
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|
2024
Q4 | $691K | Sell |
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|
2024
Q3 | $668K | Buy |
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|
2024
Q2 | $503K | Buy |
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|
2024
Q1 | $469K | Sell |
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|
2023
Q4 | $518K | Buy |
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|
2023
Q3 | $372K | Sell |
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|
2023
Q2 | $667K | Sell |
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|
2023
Q1 | $889K | Sell |
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|
2022
Q4 | $901K | Buy |
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|
2022
Q3 | $554K | Buy |
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|
2022
Q2 | $320K | Buy |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $465K | Buy |
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|
2021
Q3 | $387K | Buy |
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|
2021
Q2 | $347K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $208K | Sell |
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|
2018
Q3 | $206K | Buy |
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|
2018
Q2 | $212K | Buy |
|