Independent Advisor Alliance’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $883K | Buy |
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|
2024
Q3 | $400K | Sell |
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|
2024
Q2 | $356K | Buy |
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|
2024
Q1 | $311K | Buy |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $232K | Sell |
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|
2023
Q2 | $279K | Buy |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $269K | Buy |
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|
2021
Q4 | $248K | Sell |
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|
2021
Q3 | $224K | Buy |
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