GIA
Goodwin Investment Advisory’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Hold |
11,344
| – | – | 1.19% | 14 |
|
|
2025
Q1 | $951K | Hold |
11,344
| – | – | 1.48% | 11 |
|
|
2024
Q4 | $872K | Hold |
11,344
| – | – | 0.46% | 21 |
|
|
2024
Q3 | $815K | Hold |
11,344
| – | – | 0.35% | 20 |
|
|
2024
Q2 | $679K | Hold |
11,344
| – | – | 0.31% | 20 |
|
|
2024
Q1 | $654K | Hold |
11,344
| – | – | 0.31% | 21 |
|
|
2023
Q4 | $590K | Hold |
11,344
| – | – | 0.31% | 23 |
|
|
2023
Q3 | $484K | Hold |
11,344
| – | – | 0.29% | 25 |
|
|
2023
Q2 | $505K | Hold |
11,344
| – | – | 0.29% | 22 |
|
|
2023
Q1 | $515K | Hold |
11,344
| – | – | 0.34% | 23 |
|
|
2022
Q4 | $516K | Hold |
11,344
| – | – | 0.37% | 22 |
|
|
2022
Q3 | $437K | Buy |
+11,344
| New | +$437K | 0.33% | 29 |
|
|
2022
Q2 | – | Sell |
-5,648
| Closed | -$280K | – | 174 |
|
|
2022
Q1 | $280K | Buy |
+5,648
| New | +$280K | 0.19% | 39 |
|