J.W. Cole 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
Q2 | $1.58M | Buy |
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|
2025
Q1 | $1.32M | Buy |
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|
2024
Q4 | $386K | Buy |
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|
2024
Q3 | $271K | Buy |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $224K | Buy |
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|
2023
Q4 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $206K | Sell |
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|
2021
Q4 | $244K | Buy |
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|
2021
Q3 | $214K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $237K | Buy |
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