LGT 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 | $182 | Buy |
+2
| New | +$182 | ﹤0.01% | 523 |
|
|
2024
Q2 | – | Sell |
-4,135
| Closed | -$238K | – | 784 |
|
|
2024
Q1 | $238K | Sell |
4,135
-779
| -16% | -$44.9K | 0.28% | 78 |
|
|
2023
Q4 | $256K | Hold |
4,914
| – | – | 0.31% | 69 |
|
|
2023
Q3 | $210K | Hold |
4,914
| – | – | 0.27% | 82 |
|
|
2023
Q2 | $219K | Hold |
4,914
| – | – | 0.23% | 109 |
|
|
2023
Q1 | $223K | Hold |
4,914
| – | – | 0.42% | 77 |
|
|
2022
Q4 | $224K | Buy |
+4,914
| New | +$224K | 0.26% | 88 |
|