Kingsview Wealth Management’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 | $1.52M | Sell |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $961K | Buy |
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|
2024
Q2 | $350K | Sell |
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|
2024
Q1 | $339K | Buy |
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|
2023
Q4 | $301K | Sell |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $209K | Sell |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $258K | Sell |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $221K | Sell |
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|
2022
Q1 | $282K | Buy |
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|
2021
Q4 | $254K | Sell |
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|
2021
Q3 | $228K | Sell |
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|
2021
Q2 | $228K | Buy |
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