Legend 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
Q3 | – | Sell |
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|
2025
Q2 | $94.4K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $79.6K | Hold |
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|
2024
Q3 | $74.4K | Hold |
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|
2024
Q2 | $62K | Hold |
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|
2024
Q1 | $59.7K | Hold |
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|
2023
Q4 | $53.9K | Hold |
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|
2023
Q3 | $44.2K | Hold |
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|
2023
Q2 | $46.1K | Hold |
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|
2023
Q1 | $47.1K | Hold |
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|
2022
Q4 | $47.2K | Sell |
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|
2022
Q3 | $63K | Buy |
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