IA
IFG Advisors’s Bank of New York Mellon BK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $547K | Hold |
5,999
| – | – | 0.09% | 85 |
|
2025
Q1 | $503K | Hold |
5,999
| – | – | 0.1% | 80 |
|
2024
Q4 | $461K | Hold |
5,999
| – | – | 0.09% | 89 |
|
2024
Q3 | $431K | Hold |
5,999
| – | – | 0.09% | 86 |
|
2024
Q2 | $359K | Hold |
5,999
| – | – | 0.08% | 94 |
|
2024
Q1 | $346K | Sell |
5,999
-160
| -3% | -$9.22K | 0.09% | 93 |
|
2023
Q4 | $321K | Buy |
6,159
+160
| +3% | +$8.33K | 0.09% | 89 |
|
2023
Q3 | $256K | Hold |
5,999
| – | – | 0.09% | 101 |
|
2023
Q2 | $267K | Hold |
5,999
| – | – | 0.09% | 101 |
|
2023
Q1 | $273K | Hold |
5,999
| – | – | 0.11% | 97 |
|
2022
Q4 | $273K | Hold |
5,999
| – | – | 0.12% | 93 |
|
2022
Q3 | $231K | Hold |
5,999
| – | – | 0.12% | 99 |
|
2022
Q2 | $250K | Hold |
5,999
| – | – | 0.13% | 89 |
|
2022
Q1 | $298K | Hold |
5,999
| – | – | 0.13% | 87 |
|
2021
Q4 | $348K | Sell |
5,999
-366
| -6% | -$21.2K | 0.15% | 79 |
|
2021
Q3 | $330K | Hold |
6,365
| – | – | 0.15% | 77 |
|
2021
Q2 | $326K | Hold |
6,365
| – | – | 0.16% | 78 |
|
2021
Q1 | $301K | Hold |
6,365
| – | – | 0.16% | 71 |
|
2020
Q4 | $270K | Hold |
6,365
| – | – | 0.17% | 74 |
|
2020
Q3 | $218K | Hold |
6,365
| – | – | 0.15% | 81 |
|
2020
Q2 | $246K | Hold |
6,365
| – | – | 0.19% | 70 |
|
2020
Q1 | $214K | Hold |
6,365
| – | – | 0.21% | 76 |
|
2019
Q4 | $320K | Hold |
6,365
| – | – | 0.26% | 42 |
|
2019
Q3 | $288K | Buy |
+6,365
| New | +$288K | 0.27% | 45 |
|