Harel Insurance Investments & Financial Services’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 |
-3,735
| Closed | -$313K | – | 436 |
|
|
2025
Q1 | $313K | Sell |
3,735
-716
| -16% | -$60K | ﹤0.01% | 244 |
|
|
2024
Q4 | $342K | Buy |
+4,451
| New | +$342K | 0.01% | 176 |
|
|
2024
Q3 | – | Sell |
-1,806
| Closed | -$108K | – | 499 |
|
|
2024
Q2 | $108K | Buy |
+1,806
| New | +$108K | ﹤0.01% | 300 |
|
|
2022
Q3 | – | Sell |
-2,300
| Closed | -$96K | – | 702 |
|
|
2022
Q2 | $96K | Hold |
2,300
| – | – | ﹤0.01% | 410 |
|
|
2022
Q1 | $114K | Sell |
2,300
-10,270
| -82% | -$509K | ﹤0.01% | 438 |
|
|
2021
Q4 | $728K | Hold |
12,570
| – | – | 0.01% | 205 |
|
|
2021
Q3 | $652K | Sell |
12,570
-12,441
| -50% | -$645K | 0.02% | 205 |
|
|
2021
Q2 | $4.18M | Buy |
25,011
+11,761
| +89% | +$1.96M | 0.09% | 110 |
|
|
2021
Q1 | $2.09M | Buy |
13,250
+12,839
| +3,124% | +$2.03M | 0.04% | 233 |
|
|
2020
Q4 | $18K | Buy |
+411
| New | +$18K | ﹤0.01% | 672 |
|
|
2020
Q2 | – | Sell |
-411
| Closed | -$14K | – | 512 |
|
|
2020
Q1 | $14K | Hold |
411
| – | – | ﹤0.01% | 375 |
|
|
2019
Q4 | $21K | Hold |
411
| – | – | ﹤0.01% | 411 |
|
|
2019
Q3 | $18K | Hold |
411
| – | – | ﹤0.01% | 395 |
|
|
2019
Q2 | $18K | Buy |
+411
| New | +$18K | ﹤0.01% | 386 |
|
|
2016
Q3 | – | Sell |
-2,600
| Closed | -$101K | – | 491 |
|
|
2016
Q2 | $101K | Buy |
+2,600
| New | +$101K | 0.01% | 240 |
|