Mendota Financial Group’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
Q1 | – | Sell |
-200
| Closed | -$15.4K | – | 139 |
|
|
2024
Q4 | $15.4K | Sell |
200
-439
| -69% | -$33.7K | 0.01% | 222 |
|
|
2024
Q3 | $45.9K | Sell |
639
-179
| -22% | -$12.9K | 0.02% | 182 |
|
|
2024
Q2 | $49K | Sell |
818
-190
| -19% | -$11.4K | 0.03% | 174 |
|
|
2024
Q1 | $58.1K | Sell |
1,008
-191
| -16% | -$11K | 0.03% | 172 |
|
|
2023
Q4 | $62.4K | Hold |
1,199
| – | – | 0.05% | 182 |
|
|
2023
Q3 | $51.1K | Hold |
1,199
| – | – | 0.05% | 138 |
|
|
2023
Q2 | $53.4K | Buy |
1,199
+407
| +51% | +$18.1K | 0.06% | 130 |
|
|
2023
Q1 | $39.3K | Sell |
792
-200
| -20% | -$9.93K | 0.04% | 157 |
|
|
2022
Q4 | $45.2K | Buy |
+992
| New | +$45.2K | 0.06% | 135 |
|