Hillsdale Investment 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 | $811K | Sell |
8,900
-100
| -1% | -$9.11K | 0.03% | 335 |
|
|
2025
Q1 | $755K | Buy |
+9,000
| New | +$755K | 0.04% | 290 |
|
|
2024
Q2 | – | Sell |
-10,300
| Closed | -$593K | – | 583 |
|
|
2024
Q1 | $593K | Buy |
+10,300
| New | +$593K | 0.05% | 287 |
|
|
2023
Q4 | – | Sell |
-8,820
| Closed | -$376K | – | 572 |
|
|
2023
Q3 | $376K | Buy |
8,820
+600
| +7% | +$25.6K | 0.03% | 323 |
|
|
2023
Q2 | $366K | Hold |
8,220
| – | – | 0.03% | 306 |
|
|
2023
Q1 | $374K | Buy |
+8,220
| New | +$374K | 0.03% | 388 |
|