Laraway Financial Advisors’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 | $357K | Buy |
3,924
+27
| +0.7% | +$2.46K | 0.27% | 86 |
|
|
2025
Q1 | $327K | Sell |
3,897
-125
| -3% | -$10.5K | 0.26% | 92 |
|
|
2024
Q4 | $309K | Hold |
4,022
| – | – | 0.24% | 93 |
|
|
2024
Q3 | $289K | Buy |
4,022
+1
| +0% | +$72 | 0.23% | 94 |
|
|
2024
Q2 | $241K | Buy |
4,021
+1
| +0% | +$60 | 0.21% | 100 |
|
|
2024
Q1 | $232K | Sell |
4,020
-29
| -0.7% | -$1.67K | 0.2% | 102 |
|
|
2023
Q4 | $211K | Sell |
4,049
-324
| -7% | -$16.9K | 0.2% | 103 |
|
|
2023
Q3 | $186K | Sell |
4,373
-299
| -6% | -$12.8K | 0.19% | 102 |
|
|
2023
Q2 | $208K | Sell |
4,672
-299
| -6% | -$13.3K | 0.21% | 102 |
|
|
2023
Q1 | $226K | Sell |
4,971
-499
| -9% | -$22.7K | 0.23% | 100 |
|
|
2022
Q4 | $249K | Sell |
5,470
-200
| -4% | -$9.1K | 0.26% | 98 |
|
|
2022
Q3 | $218K | Sell |
5,670
-20
| -0.4% | -$769 | 0.24% | 98 |
|
|
2022
Q2 | $238K | Sell |
5,690
-160
| -3% | -$6.69K | 0.25% | 94 |
|
|
2022
Q1 | $290K | Hold |
5,850
| – | – | 0.26% | 93 |
|
|
2021
Q4 | $340K | Buy |
+5,850
| New | +$340K | 0.3% | 87 |
|