Hartford Financial 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 | $43K | Sell |
472
-251
| -35% | -$22.9K | 0.01% | 200 |
|
|
2025
Q1 | $60.6K | Buy |
723
+219
| +43% | +$18.4K | 0.01% | 199 |
|
|
2024
Q4 | $38.7K | Sell |
504
-55
| -10% | -$4.23K | 0.01% | 226 |
|
|
2024
Q3 | $40.2K | Sell |
559
-18
| -3% | -$1.29K | 0.01% | 234 |
|
|
2024
Q2 | $34.6K | Sell |
577
-84
| -13% | -$5.03K | 0.01% | 239 |
|
|
2024
Q1 | $38.1K | Buy |
661
+36
| +6% | +$2.07K | 0.01% | 242 |
|
|
2023
Q4 | $32.5K | Buy |
625
+183
| +41% | +$9.53K | 0.01% | 248 |
|
|
2023
Q3 | $18.9K | Buy |
+442
| New | +$18.9K | ﹤0.01% | 263 |
|
|
2015
Q4 | – | Sell |
-88
| Closed | -$3K | – | 278 |
|
|
2015
Q3 | $3K | Hold |
88
| – | – | ﹤0.01% | 236 |
|
|
2015
Q2 | $3K | Buy |
+88
| New | +$3K | ﹤0.01% | 253 |
|
|
2015
Q1 | – | Sell |
-88
| Closed | -$3K | – | 124 |
|
|
2014
Q4 | $3K | Hold |
88
| – | – | ﹤0.01% | 238 |
|
|
2014
Q3 | $3K | Hold |
88
| – | – | ﹤0.01% | 264 |
|
|
2014
Q2 | $3K | Buy |
+88
| New | +$3K | ﹤0.01% | 266 |
|
|
2014
Q1 | – | Sell |
-1,000
| Closed | -$34K | – | 266 |
|
|
2013
Q4 | $34K | Hold |
1,000
| – | – | 0.02% | 158 |
|
|
2013
Q3 | $30K | Hold |
1,000
| – | – | 0.02% | 170 |
|
|
2013
Q2 | $28K | Buy |
+1,000
| New | +$28K | 0.02% | 170 |
|