Legacy Bridge’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 | $1.53M | Hold |
16,788
| – | – | 0.73% | 47 |
|
2025
Q1 | $1.41M | Buy |
16,788
+460
| +3% | +$38.6K | 0.79% | 48 |
|
2024
Q4 | $1.25M | Sell |
16,328
-65
| -0.4% | -$4.99K | 0.65% | 57 |
|
2024
Q3 | $1.18M | Buy |
16,393
+14,418
| +730% | +$1.04M | 0.63% | 64 |
|
2024
Q2 | $118K | Buy |
1,975
+30
| +2% | +$1.8K | 0.07% | 153 |
|
2024
Q1 | $112K | Buy |
1,945
+26
| +1% | +$1.5K | 0.07% | 165 |
|
2023
Q4 | $99.9K | Buy |
+1,919
| New | +$99.9K | 0.06% | 168 |
|
2019
Q3 | – | Sell |
-280
| Closed | -$12K | – | 282 |
|
2019
Q2 | $12K | Hold |
280
| – | – | 0.01% | 249 |
|
2019
Q1 | $14K | Buy |
+280
| New | +$14K | 0.01% | 241 |
|