IWA
IVC Wealth Advisors’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Sell |
6,247
-88
| -1% | -$8.02K | 0.28% | 66 |
|
|
2025
Q1 | $531K | Sell |
6,335
-1,140
| -15% | -$95.6K | 0.29% | 72 |
|
|
2024
Q4 | $574K | Buy |
7,475
+167
| +2% | +$12.8K | 0.32% | 64 |
|
|
2024
Q3 | $525K | Sell |
7,308
-160
| -2% | -$11.5K | 0.29% | 76 |
|
|
2024
Q2 | $447K | Buy |
7,468
+102
| +1% | +$6.11K | 0.25% | 87 |
|
|
2024
Q1 | $424K | Sell |
7,366
-49
| -0.7% | -$2.82K | 0.24% | 94 |
|
|
2023
Q4 | $386K | Buy |
7,415
+5
| +0.1% | +$260 | 0.24% | 93 |
|
|
2023
Q3 | $316K | Buy |
7,410
+34
| +0.5% | +$1.45K | 0.21% | 107 |
|
|
2023
Q2 | $328K | Sell |
7,376
-170
| -2% | -$7.57K | 0.21% | 107 |
|
|
2023
Q1 | $343K | Sell |
7,546
-49
| -0.6% | -$2.23K | 0.24% | 93 |
|
|
2022
Q4 | $346K | Sell |
7,595
-84
| -1% | -$3.82K | 0.25% | 94 |
|
|
2022
Q3 | $296K | Buy |
7,679
+110
| +1% | +$4.24K | 0.24% | 102 |
|
|
2022
Q2 | $316K | Buy |
7,569
+102
| +1% | +$4.26K | 0.24% | 100 |
|
|
2022
Q1 | $371K | Buy |
7,467
+168
| +2% | +$8.35K | 0.24% | 98 |
|
|
2021
Q4 | $424K | Sell |
7,299
-600
| -8% | -$34.9K | 0.27% | 93 |
|
|
2021
Q3 | $409K | Buy |
7,899
+432
| +6% | +$22.4K | 0.28% | 90 |
|
|
2021
Q2 | $383K | Hold |
7,467
| – | – | 0.27% | 94 |
|
|
2021
Q1 | $353K | Buy |
7,467
+52
| +0.7% | +$2.46K | 0.28% | 91 |
|
|
2020
Q4 | $315K | Buy |
+7,415
| New | +$315K | 0.3% | 87 |
|