L.J. Altfest & Co’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
Q3 | $616K | Sell |
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|
2025
Q2 | $528K | Buy |
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|
2025
Q1 | $474K | Hold |
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|
2024
Q4 | $434K | Sell |
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|
2024
Q3 | $420K | Buy |
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|
2024
Q2 | $350K | Hold |
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|
2024
Q1 | $337K | Hold |
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|
2023
Q4 | $304K | Hold |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $265K | Hold |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $356K | Buy |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | $326K | Buy |
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|
2021
Q2 | $322K | Sell |
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|
2021
Q1 | $308K | Hold |
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|
2020
Q4 | $277K | Hold |
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|
2020
Q3 | $224K | Sell |
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|
2020
Q2 | $254K | Sell |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $538K | Buy |
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|
2019
Q3 | $326K | Hold |
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|
2019
Q2 | $318K | Sell |
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|
2019
Q1 | $370K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $423K | Sell |
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|
2018
Q2 | $795K | Sell |
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|
2018
Q1 | $774K | Sell |
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|
2017
Q4 | $1.68M | Buy |
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|
2017
Q3 | $1.65M | Sell |
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|
2017
Q2 | $1.62M | Sell |
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|
2017
Q1 | $2.05M | Buy |
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|
2016
Q4 | $596K | Buy |
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|
2016
Q3 | $499K | Hold |
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|
2016
Q2 | $486K | Hold |
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|
2016
Q1 | $461K | Hold |
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|
2015
Q4 | $515K | Sell |
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|
2015
Q3 | $495K | Sell |
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|
2015
Q2 | $539K | Buy |
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|
2015
Q1 | $509K | Sell |
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|
2014
Q4 | $519K | Buy |
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|
2014
Q3 | $495K | Buy |
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|
2014
Q2 | $482K | Buy |
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|
2014
Q1 | $423K | Sell |
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|
2013
Q4 | $452K | Buy |
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