Glass Jacobson 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 | – | Sell |
-57
| Closed | -$4.38K | – | 594 |
|
|
2025
Q1 | $4.38K | Hold |
57
| – | – | ﹤0.01% | 679 |
|
|
2024
Q4 | $4.38K | Buy |
+57
| New | +$4.38K | ﹤0.01% | 679 |
|
|
2023
Q3 | – | Sell |
-797
| Closed | -$35.5K | – | 803 |
|
|
2023
Q2 | $35.5K | Buy |
+797
| New | +$35.5K | 0.02% | 366 |
|
|
2022
Q4 | $36.3K | Buy |
+797
| New | +$36.3K | 0.02% | 368 |
|