Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $124K | Sell |
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|
2024
Q1 | $123K | Sell |
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|
2023
Q4 | $121K | Buy |
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|
2023
Q3 | $98.7K | Hold |
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|
2023
Q2 | $103K | Buy |
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|
2023
Q1 | $105K | Buy |
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|
2022
Q4 | $81.5K | Sell |
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|
2022
Q3 | $77K | Buy |
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|
2022
Q2 | $55K | Hold |
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|
2022
Q1 | $65K | Sell |
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|
2021
Q4 | $98K | Hold |
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|
2021
Q3 | $88K | Buy |
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|
2021
Q2 | $26K | Buy |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $8K | Sell |
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|
2020
Q2 | $10K | Buy |
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|
2020
Q1 | $8K | Buy |
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|
2019
Q4 | $12K | Hold |
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|
2019
Q3 | $11K | Sell |
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|
2019
Q2 | $13K | Sell |
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|
2019
Q1 | $23K | Sell |
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|
2018
Q4 | $24K | Buy |
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|
2018
Q3 | $25K | Sell |
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|
2018
Q2 | $27K | Buy |
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|
2018
Q1 | $25K | Buy |
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