Golden State Wealth Management’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 | $12.4K | Buy |
135
+30
| +29% | +$2.75K | ﹤0.01% | 1023 |
|
|
2025
Q1 | $8.84K | Sell |
105
-20
| -16% | -$1.68K | ﹤0.01% | 1027 |
|
|
2024
Q4 | $9.67K | Buy |
+125
| New | +$9.67K | ﹤0.01% | 974 |
|
|
2020
Q3 | – | Sell |
-6,246
| Closed | -$241K | – | 429 |
|
|
2020
Q2 | $241K | Buy |
6,246
+680
| +12% | +$26.2K | 0.08% | 158 |
|
|
2020
Q1 | $187K | Buy |
+5,566
| New | +$187K | 0.08% | 164 |
|
|
2019
Q4 | – | Sell |
-5,566
| Closed | -$252K | – | 142 |
|
|
2019
Q3 | $252K | Buy |
5,566
+5,270
| +1,780% | +$239K | 0.08% | 177 |
|
|
2019
Q2 | $13K | Hold |
296
| – | – | ﹤0.01% | 688 |
|
|
2019
Q1 | $15K | Buy |
+296
| New | +$15K | 0.01% | 678 |
|