IVC Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $640K | Sell |
|
|||||
|
2025
Q2 | $569K | Sell |
|
|||||
|
2025
Q1 | $531K | Sell |
|
|||||
|
2024
Q4 | $574K | Buy |
|
|||||
|
2024
Q3 | $525K | Sell |
|
|||||
|
2024
Q2 | $447K | Buy |
|
|||||
|
2024
Q1 | $424K | Sell |
|
|||||
|
2023
Q4 | $386K | Buy |
|
|||||
|
2023
Q3 | $316K | Buy |
|
|||||
|
2023
Q2 | $328K | Sell |
|
|||||
|
2023
Q1 | $343K | Sell |
|
|||||
|
2022
Q4 | $346K | Sell |
|
|||||
|
2022
Q3 | $296K | Buy |
|
|||||
|
2022
Q2 | $316K | Buy |
|
|||||
|
2022
Q1 | $371K | Buy |
|
|||||
|
2021
Q4 | $424K | Sell |
|
|||||
|
2021
Q3 | $409K | Buy |
|
|||||
|
2021
Q2 | $383K | Hold |
|
|||||
|
2021
Q1 | $353K | Buy |
|
|||||
|
2020
Q4 | $315K | Buy |
|