Interchange Capital Partners’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 | $356K | Buy |
3,913
+287
| +8% | +$26.1K | 0.08% | 195 |
|
|
2025
Q1 | $304K | Buy |
+3,626
| New | +$304K | 0.09% | 200 |
|
|
2023
Q2 | – | Sell |
-5,955
| Closed | -$268K | – | 156 |
|
|
2023
Q1 | $268K | Buy |
5,955
+744
| +14% | +$33.5K | 0.15% | 159 |
|
|
2022
Q4 | $237K | Buy |
+5,211
| New | +$237K | 0.24% | 106 |
|
|
2021
Q1 | – | Sell |
-1,630
| Closed | -$69K | – | 326 |
|
|
2020
Q4 | $69K | Buy |
+1,630
| New | +$69K | 0.04% | 354 |
|