Legend 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 | $94.4K | Buy |
+1,036
| New | +$94.4K | 0.06% | 45 |
|
|
2025
Q1 | – | Sell |
-1,036
| Closed | -$79.6K | – | 60 |
|
|
2024
Q4 | $79.6K | Hold |
1,036
| – | – | 0.06% | 43 |
|
|
2024
Q3 | $74.4K | Hold |
1,036
| – | – | 0.05% | 43 |
|
|
2024
Q2 | $62K | Hold |
1,036
| – | – | 0.04% | 54 |
|
|
2024
Q1 | $59.7K | Hold |
1,036
| – | – | 0.04% | 54 |
|
|
2023
Q4 | $53.9K | Hold |
1,036
| – | – | 0.04% | 53 |
|
|
2023
Q3 | $44.2K | Hold |
1,036
| – | – | 0.04% | 65 |
|
|
2023
Q2 | $46.1K | Hold |
1,036
| – | – | 0.04% | 67 |
|
|
2023
Q1 | $47.1K | Hold |
1,036
| – | – | 0.04% | 64 |
|
|
2022
Q4 | $47.2K | Sell |
1,036
-600
| -37% | -$27.3K | 0.04% | 73 |
|
|
2022
Q3 | $63K | Buy |
+1,636
| New | +$63K | 0.06% | 54 |
|