JFS 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
Q2 | $432K | Buy |
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|
2025
Q1 | $353K | Buy |
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|
2024
Q4 | $323K | Buy |
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|
2024
Q3 | $301K | Buy |
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|
2024
Q2 | $250K | Sell |
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|
2024
Q1 | $241K | Sell |
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|
2023
Q4 | $220K | Buy |
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|
2023
Q3 | $177K | Buy |
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|
2023
Q2 | $184K | Sell |
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|
2023
Q1 | $188K | Buy |
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|
2022
Q4 | $188K | Sell |
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|
2022
Q3 | $162K | Buy |
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|
2022
Q2 | $155K | Sell |
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|
2022
Q1 | $188K | Buy |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q3 | $185K | Buy |
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|
2021
Q2 | $183K | Sell |
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|
2021
Q1 | $172K | Buy |
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|
2020
Q4 | $154K | Buy |
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|
2020
Q3 | $125K | Buy |
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|
2020
Q2 | $140K | Buy |
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|
2020
Q1 | $122K | Buy |
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|
2019
Q4 | $182K | Sell |
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|
2019
Q3 | $176K | Buy |
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|
2019
Q2 | $172K | Sell |
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|
2019
Q1 | $197K | Sell |
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|
2018
Q4 | $187K | Sell |
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|
2018
Q3 | $237K | Buy |
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|
2018
Q2 | $250K | Sell |
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|
2018
Q1 | $247K | Sell |
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|
2017
Q4 | $280K | Buy |
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|
2017
Q3 | $275K | Sell |
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|
2017
Q2 | $269K | Sell |
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|
2017
Q1 | $326K | Hold |
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|
2016
Q4 | $326K | Sell |
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|
2016
Q3 | $346K | Sell |
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|
2016
Q2 | $542K | Buy |
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|
2016
Q1 | $253K | Sell |
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|
2015
Q4 | $353K | Buy |
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|
2015
Q3 | $209K | Buy |
|