Horan Capital Advisors’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
Q1 | $209K | Buy |
+2,487
| New | +$209K | 0.07% | 115 |
|
|
2020
Q4 | – | Sell |
-2,147
| Closed | -$74K | – | 108 |
|
|
2020
Q3 | $74K | Buy |
+2,147
| New | +$74K | 0.04% | 146 |
|
|
2020
Q1 | – | Sell |
-2,147
| Closed | -$108K | – | 93 |
|
|
2019
Q4 | $108K | Hold |
2,147
| – | – | 0.06% | 96 |
|
|
2019
Q3 | $97K | Buy |
+2,147
| New | +$97K | 0.06% | 102 |
|
|
2019
Q2 | – | Sell |
-2,147
| Closed | -$108K | – | 94 |
|
|
2019
Q1 | $108K | Buy |
+2,147
| New | +$108K | 0.07% | 97 |
|
|
2017
Q4 | – | Sell |
-2,627
| Closed | -$139K | – | 93 |
|
|
2017
Q3 | $139K | Buy |
+2,627
| New | +$139K | 0.09% | 83 |
|