I
InceptionR’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 | $2.08M | Buy |
+22,812
| New | +$2.08M | 0.48% | 21 |
|
|
2025
Q1 | – | Sell |
-9,627
| Closed | -$740K | – | 562 |
|
|
2024
Q4 | $740K | Buy |
+9,627
| New | +$740K | 0.17% | 233 |
|
|
2024
Q3 | – | Sell |
-26,229
| Closed | -$1.57M | – | 646 |
|
|
2024
Q2 | $1.57M | Buy |
+26,229
| New | +$1.57M | 0.44% | 19 |
|
|
2023
Q1 | – | Sell |
-20,846
| Closed | -$949K | – | 436 |
|
|
2022
Q4 | $949K | Buy |
+20,846
| New | +$949K | 0.5% | 38 |
|