Insigneo Advisory Services’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 | $251K | Buy |
2,757
+267
| +11% | +$24.3K | 0.02% | 503 |
|
|
2025
Q1 | $209K | Sell |
2,490
-2,833
| -53% | -$238K | 0.02% | 513 |
|
|
2024
Q4 | $409K | Sell |
5,323
-177
| -3% | -$13.6K | 0.04% | 341 |
|
|
2024
Q3 | $395K | Buy |
+5,500
| New | +$395K | 0.04% | 368 |
|
|
2024
Q2 | – | Sell |
-3,794
| Closed | -$219K | – | 594 |
|
|
2024
Q1 | $219K | Buy |
+3,794
| New | +$219K | 0.03% | 445 |
|