Meritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,726
| Closed | -$272K | – | 62 |
|
|
2024
Q1 | $272K | Sell |
4,726
-354
| -7% | -$20.4K | 0.01% | 44 |
|
|
2023
Q4 | $264K | Sell |
5,080
-318
| -6% | -$16.5K | 0.01% | 42 |
|
|
2023
Q3 | $230K | Sell |
5,398
-1,023
| -16% | -$43.6K | 0.01% | 43 |
|
|
2023
Q2 | $286K | Buy |
+6,421
| New | +$286K | 0.01% | 26 |
|