Independent Advisor Alliance’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 | $1.18M | Buy |
12,924
+301
| +2% | +$27.4K | 0.03% | 377 |
|
|
2025
Q1 | $1.06M | Buy |
12,623
+1,136
| +10% | +$95.3K | 0.04% | 368 |
|
|
2024
Q4 | $883K | Buy |
11,487
+5,915
| +106% | +$454K | 0.01% | 759 |
|
|
2024
Q3 | $400K | Sell |
5,572
-377
| -6% | -$27.1K | 0.01% | 501 |
|
|
2024
Q2 | $356K | Buy |
5,949
+547
| +10% | +$32.8K | 0.01% | 530 |
|
|
2024
Q1 | $311K | Buy |
5,402
+5
| +0.1% | +$288 | 0.01% | 560 |
|
|
2023
Q4 | $281K | Sell |
5,397
-34
| -0.6% | -$1.77K | 0.01% | 561 |
|
|
2023
Q3 | $232K | Sell |
5,431
-826
| -13% | -$35.2K | 0.01% | 580 |
|
|
2023
Q2 | $279K | Buy |
6,257
+1,012
| +19% | +$45.1K | 0.01% | 541 |
|
|
2023
Q1 | $238K | Buy |
+5,245
| New | +$238K | 0.01% | 572 |
|
|
2022
Q2 | – | Sell |
-5,424
| Closed | -$269K | – | 631 |
|
|
2022
Q1 | $269K | Buy |
5,424
+1,147
| +27% | +$56.9K | 0.01% | 522 |
|
|
2021
Q4 | $248K | Sell |
4,277
-37
| -0.9% | -$2.15K | 0.01% | 574 |
|
|
2021
Q3 | $224K | Buy |
+4,314
| New | +$224K | 0.01% | 565 |
|