Foundations Investment 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 | $792K | Sell |
8,698
-336
| -4% | -$30.6K | 0.01% | 484 |
|
|
2025
Q1 | $758K | Buy |
9,034
+40
| +0.4% | +$3.36K | 0.01% | 469 |
|
|
2024
Q4 | $691K | Sell |
8,994
-308
| -3% | -$23.7K | 0.01% | 471 |
|
|
2024
Q3 | $668K | Buy |
9,302
+909
| +11% | +$65.3K | 0.01% | 446 |
|
|
2024
Q2 | $503K | Buy |
8,393
+251
| +3% | +$15K | 0.01% | 496 |
|
|
2024
Q1 | $469K | Sell |
8,142
-1,187
| -13% | -$68.4K | 0.01% | 477 |
|
|
2023
Q4 | $518K | Buy |
9,329
+600
| +7% | +$33.3K | 0.01% | 431 |
|
|
2023
Q3 | $372K | Sell |
8,729
-6,253
| -42% | -$267K | 0.01% | 459 |
|
|
2023
Q2 | $667K | Sell |
14,982
-4,585
| -23% | -$204K | 0.02% | 310 |
|
|
2023
Q1 | $889K | Sell |
19,567
-216
| -1% | -$9.82K | 0.03% | 255 |
|
|
2022
Q4 | $901K | Buy |
19,783
+5,411
| +38% | +$246K | 0.04% | 208 |
|
|
2022
Q3 | $554K | Buy |
14,372
+6,684
| +87% | +$258K | 0.02% | 223 |
|
|
2022
Q2 | $320K | Buy |
7,688
+467
| +6% | +$19.4K | 0.01% | 293 |
|
|
2022
Q1 | $341K | Sell |
7,221
-92
| -1% | -$4.35K | 0.01% | 254 |
|
|
2021
Q4 | $465K | Buy |
7,313
+198
| +3% | +$12.6K | 0.02% | 215 |
|
|
2021
Q3 | $387K | Buy |
7,115
+157
| +2% | +$8.54K | 0.02% | 225 |
|
|
2021
Q2 | $347K | Buy |
+6,958
| New | +$347K | 0.02% | 213 |
|
|
2019
Q1 | – | Sell |
-3,944
| Closed | -$208K | – | 101 |
|
|
2018
Q4 | $208K | Sell |
3,944
-104
| -3% | -$5.49K | 0.04% | 96 |
|
|
2018
Q3 | $206K | Buy |
4,048
+110
| +3% | +$5.6K | 0.05% | 97 |
|
|
2018
Q2 | $212K | Buy |
+3,938
| New | +$212K | 0.06% | 85 |
|