Highline Wealth Partners’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 | $12.6K | Buy |
138
+2
| +1% | +$182 | ﹤0.01% | 298 |
|
|
2025
Q1 | $11.4K | Buy |
136
+56
| +70% | +$4.7K | ﹤0.01% | 287 |
|
|
2024
Q4 | $6.15K | Buy |
80
+39
| +95% | +$3K | ﹤0.01% | 310 |
|
|
2024
Q3 | $2.95K | Buy |
41
+20
| +95% | +$1.44K | ﹤0.01% | 413 |
|
|
2024
Q2 | $1.26K | Buy |
+21
| New | +$1.26K | ﹤0.01% | 440 |
|
|
2024
Q1 | – | Hold |
0
| – | -$1 | – | 431 |
|
|
2023
Q4 | – | Hold |
0
| – | -$1 | – | 414 |
|
|
2023
Q3 | – | Hold |
0
| – | -$1 | – | 396 |
|
|
2023
Q2 | – | Sell |
-3
| Closed | -$136 | – | 339 |
|
|
2023
Q1 | $136 | Buy |
+3
| New | +$136 | ﹤0.01% | 331 |
|