Goodwin Investment Advisory’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Hold |
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|
2025
Q1 | $951K | Hold |
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|
2024
Q4 | $872K | Hold |
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|
2024
Q3 | $815K | Hold |
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|
2024
Q2 | $679K | Hold |
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|
2024
Q1 | $654K | Hold |
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|
2023
Q4 | $590K | Hold |
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|
2023
Q3 | $484K | Hold |
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|
2023
Q2 | $505K | Hold |
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|
2023
Q1 | $515K | Hold |
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|
2022
Q4 | $516K | Hold |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $280K | Buy |
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