Kolinsky 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $995K | Buy |
12,950
+45
| +0.3% | +$3.46K | 0.61% | 24 |
|
|
2024
Q3 | $927K | Buy |
12,905
+120
| +0.9% | +$8.62K | 0.6% | 26 |
|
|
2024
Q2 | $766K | Buy |
12,785
+37
| +0.3% | +$2.22K | 0.55% | 33 |
|
|
2024
Q1 | $735K | Sell |
12,748
-19
| -0.1% | -$1.1K | 0.56% | 32 |
|
|
2023
Q4 | $665K | Buy |
12,767
+606
| +5% | +$31.5K | 0.58% | 32 |
|
|
2023
Q3 | $519K | Sell |
12,161
-547
| -4% | -$23.3K | 0.51% | 40 |
|
|
2023
Q2 | $562K | Sell |
12,708
-567
| -4% | -$25.1K | 0.53% | 33 |
|
|
2023
Q1 | $603K | Buy |
13,275
+9
| +0.1% | +$409 | 0.64% | 26 |
|
|
2022
Q4 | $604K | Buy |
13,266
+137
| +1% | +$6.24K | 0.69% | 24 |
|
|
2022
Q3 | $506K | Buy |
13,129
+1
| +0% | +$39 | 0.63% | 26 |
|
|
2022
Q2 | $548K | Sell |
13,128
-12
| -0.1% | -$501 | 0.65% | 24 |
|
|
2022
Q1 | $652K | Buy |
13,140
+66
| +0.5% | +$3.28K | 0.64% | 24 |
|
|
2021
Q4 | $759K | Buy |
+13,074
| New | +$759K | 0.7% | 20 |
|