GA
Geller Advisors’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.69M | Sell |
21,935
-66
| -0.3% | -$5.07K | 0.11% | 48 |
|
|
2024
Q3 | $1.58M | Sell |
22,001
-994
| -4% | -$71.4K | 0.11% | 49 |
|
|
2024
Q2 | $1.38M | Buy |
22,995
+134
| +0.6% | +$8.03K | 0.1% | 56 |
|
|
2024
Q1 | $1.32M | Buy |
22,861
+191
| +0.8% | +$11K | 0.11% | 53 |
|
|
2023
Q4 | $1.18M | Sell |
22,670
-435
| -2% | -$22.6K | 0.11% | 54 |
|
|
2023
Q3 | $985K | Buy |
23,105
+15,673
| +211% | +$668K | 0.11% | 57 |
|
|
2023
Q2 | $331K | Buy |
+7,432
| New | +$331K | 0.04% | 170 |
|
|
2022
Q2 | – | Sell |
-4,035
| Closed | -$200K | – | 137 |
|
|
2022
Q1 | $200K | Buy |
4,035
+213
| +6% | +$10.6K | 0.04% | 169 |
|
|
2021
Q4 | $222K | Buy |
+3,822
| New | +$222K | 0.04% | 161 |
|