GPS Wealth Strategies Group’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 | $146K | Buy |
1,607
+13
| +0.8% | +$1.18K | 0.02% | 379 |
|
|
2025
Q1 | $134K | Sell |
1,594
-50
| -3% | -$4.19K | 0.02% | 390 |
|
|
2024
Q4 | $126K | Sell |
1,644
-100
| -6% | -$7.68K | 0.02% | 380 |
|
|
2024
Q3 | $125K | Buy |
1,744
+100
| +6% | +$7.19K | 0.02% | 390 |
|
|
2024
Q2 | $98.5K | Sell |
1,644
-275
| -14% | -$16.5K | 0.01% | 396 |
|
|
2024
Q1 | $111K | Sell |
1,919
-170
| -8% | -$9.8K | 0.02% | 359 |
|
|
2023
Q4 | $109K | Sell |
2,089
-1,150
| -36% | -$59.9K | 0.02% | 347 |
|
|
2023
Q3 | $138K | Sell |
3,239
-400
| -11% | -$17.1K | 0.03% | 294 |
|
|
2023
Q2 | $162K | Buy |
3,639
+350
| +11% | +$15.6K | 0.03% | 265 |
|
|
2023
Q1 | $149K | Buy |
+3,289
| New | +$149K | 0.03% | 274 |
|
|
2022
Q4 | – | Sell |
-2,154
| Closed | -$83K | – | 212 |
|
|
2022
Q3 | $83K | Sell |
2,154
-150
| -7% | -$5.78K | 0.02% | 338 |
|
|
2022
Q2 | $96K | Sell |
2,304
-150
| -6% | -$6.25K | 0.02% | 326 |
|
|
2022
Q1 | $122K | Buy |
2,454
+200
| +9% | +$9.94K | 0.03% | 272 |
|
|
2021
Q4 | $131K | Sell |
2,254
-100
| -4% | -$5.81K | 0.03% | 256 |
|
|
2021
Q3 | $122K | Buy |
2,354
+354
| +18% | +$18.3K | 0.03% | 254 |
|
|
2021
Q2 | $102K | Sell |
2,000
-100
| -5% | -$5.1K | 0.03% | 296 |
|
|
2021
Q1 | $99K | Buy |
+2,100
| New | +$99K | 0.03% | 271 |
|