Kingsview Wealth Management’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 | $1.52M | Sell |
16,671
-530
| -3% | -$48.3K | 0.03% | 481 |
|
|
2025
Q1 | $1.44M | Buy |
17,201
+4,010
| +30% | +$336K | 0.03% | 456 |
|
|
2024
Q4 | $1.01M | Sell |
13,191
-189
| -1% | -$14.5K | 0.02% | 544 |
|
|
2024
Q3 | $961K | Buy |
13,380
+7,537
| +129% | +$542K | 0.02% | 547 |
|
|
2024
Q2 | $350K | Sell |
5,843
-42
| -0.7% | -$2.52K | 0.01% | 791 |
|
|
2024
Q1 | $339K | Buy |
5,885
+105
| +2% | +$6.05K | 0.01% | 777 |
|
|
2023
Q4 | $301K | Sell |
5,780
-351
| -6% | -$18.3K | 0.01% | 768 |
|
|
2023
Q3 | $261K | Buy |
6,131
+1,439
| +31% | +$61.4K | 0.01% | 801 |
|
|
2023
Q2 | $209K | Sell |
4,692
-694
| -13% | -$30.9K | 0.01% | 846 |
|
|
2023
Q1 | $245K | Sell |
5,386
-277
| -5% | -$12.6K | 0.01% | 779 |
|
|
2022
Q4 | $258K | Sell |
5,663
-715
| -11% | -$32.5K | 0.01% | 716 |
|
|
2022
Q3 | $246K | Buy |
6,378
+1,077
| +20% | +$41.5K | 0.01% | 693 |
|
|
2022
Q2 | $221K | Sell |
5,301
-381
| -7% | -$15.9K | 0.01% | 738 |
|
|
2022
Q1 | $282K | Buy |
5,682
+1,315
| +30% | +$65.3K | 0.01% | 718 |
|
|
2021
Q4 | $254K | Sell |
4,367
-33
| -0.8% | -$1.92K | 0.01% | 778 |
|
|
2021
Q3 | $228K | Sell |
4,400
-34
| -0.8% | -$1.76K | 0.01% | 765 |
|
|
2021
Q2 | $228K | Buy |
+4,434
| New | +$228K | 0.01% | 790 |
|