LM 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 | $317K | Sell |
3,482
-5,410
| -61% | -$493K | 0.04% | 155 |
|
|
2025
Q1 | $746K | Buy |
8,892
+4,965
| +126% | +$417K | 0.13% | 121 |
|
|
2024
Q4 | $302K | Hold |
3,927
| – | – | 0.05% | 159 |
|
|
2024
Q3 | $282K | Hold |
3,927
| – | – | 0.06% | 148 |
|
|
2024
Q2 | $235K | Hold |
3,927
| – | – | ﹤0.01% | 171 |
|
|
2024
Q1 | $226K | Hold |
3,927
| – | – | 0.04% | 195 |
|
|
2023
Q4 | $204K | Buy |
+3,927
| New | +$204K | 0.04% | 193 |
|