McClarren 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 | – | Sell |
-409
| Closed | -$34K | – | 110 |
|
|
2025
Q1 | $34K | Buy |
+409
| New | +$34K | 0.02% | 159 |
|
|
2024
Q4 | – | Sell |
-405
| Closed | -$29 | – | 219 |
|
|
2024
Q3 | $29 | Buy |
405
+346
| +586% | +$25 | ﹤0.01% | 150 |
|
|
2024
Q2 | $24K | Sell |
59
-341
| -85% | -$139K | 0.02% | 202 |
|
|
2024
Q1 | $24K | Buy |
400
+4
| +1% | +$240 | 0.02% | 199 |
|
|
2023
Q4 | $21K | Buy |
396
+4
| +1% | +$212 | 0.02% | 230 |
|
|
2023
Q3 | $16K | Buy |
392
+3
| +0.8% | +$122 | 0.01% | 233 |
|
|
2023
Q2 | $17K | Sell |
389
-246
| -39% | -$10.8K | 0.01% | 229 |
|
|
2023
Q1 | $28K | Buy |
635
+1
| +0.2% | +$44 | 0.03% | 179 |
|
|
2022
Q4 | $28K | Buy |
634
+2
| +0.3% | +$88 | 0.03% | 185 |
|
|
2022
Q3 | $24K | Buy |
+632
| New | +$24K | 0.02% | 182 |
|
|
2022
Q2 | – | Sell |
-626
| Closed | -$31K | – | 53 |
|
|
2022
Q1 | $31K | Buy |
626
+2
| +0.3% | +$99 | 0.02% | 149 |
|
|
2021
Q4 | $37K | Buy |
624
+255
| +69% | +$15.1K | 0.03% | 157 |
|
|
2021
Q3 | $19K | Buy |
369
+2
| +0.5% | +$103 | 0.01% | 166 |
|
|
2021
Q2 | $18K | Buy |
367
+2
| +0.5% | +$98 | 0.01% | 187 |
|
|
2021
Q1 | $17K | Buy |
365
+3
| +0.8% | +$140 | 0.02% | 167 |
|
|
2020
Q4 | $15K | Buy |
+362
| New | +$15K | 0.01% | 150 |
|