FSC Wealth 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 | – | Sell |
-543
| Closed | -$45.5K | – | 91 |
|
|
2025
Q1 | $45.5K | Hold |
543
| – | – | 0.03% | 118 |
|
|
2024
Q4 | $41.7K | Hold |
543
| – | – | 0.03% | 125 |
|
|
2024
Q3 | $39K | Hold |
543
| – | – | 0.03% | 126 |
|
|
2024
Q2 | $32.5K | Hold |
543
| – | – | 0.02% | 128 |
|
|
2024
Q1 | $31.3K | Hold |
543
| – | – | 0.02% | 131 |
|
|
2023
Q4 | $28.3K | Hold |
543
| – | – | 0.02% | 134 |
|
|
2023
Q3 | $23.2K | Hold |
543
| – | – | 0.02% | 120 |
|
|
2023
Q2 | $24.2K | Hold |
543
| – | – | 0.02% | 105 |
|
|
2023
Q1 | $24.7K | Hold |
543
| – | – | 0.04% | 83 |
|
|
2022
Q4 | $24.7K | Hold |
543
| – | – | 0.04% | 76 |
|
|
2022
Q3 | $21K | Hold |
543
| – | – | 0.2% | 75 |
|
|
2022
Q2 | $23K | Hold |
543
| – | – | 0.2% | 75 |
|
|
2022
Q1 | $27K | Hold |
543
| – | – | 0.03% | 85 |
|
|
2021
Q4 | $32K | Buy |
+543
| New | +$32K | 0.02% | 91 |
|