Legacy Financial Advisors’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 | $825K | Buy |
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|
2025
Q1 | $303K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $290K | Sell |
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|
2019
Q3 | $455K | Sell |
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|
2019
Q2 | $450K | Sell |
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|
2019
Q1 | $543K | Sell |
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|
2018
Q4 | $573K | Sell |
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|
2018
Q3 | $755K | Buy |
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|
2018
Q2 | $648K | Sell |
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|
2018
Q1 | $650K | Buy |
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|
2017
Q4 | $545K | Buy |
|