Modern Wealth Management’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 | $514K | Sell |
5,638
-1,084
| -16% | -$98.8K | 0.01% | 466 |
|
|
2025
Q1 | $564K | Sell |
6,722
-52
| -0.8% | -$4.36K | 0.02% | 396 |
|
|
2024
Q4 | $520K | Buy |
6,774
+942
| +16% | +$72.4K | 0.02% | 355 |
|
|
2024
Q3 | $419K | Buy |
5,832
+36
| +0.6% | +$2.59K | 0.03% | 279 |
|
|
2024
Q2 | $347K | Buy |
5,796
+5
| +0.1% | +$299 | 0.03% | 277 |
|
|
2024
Q1 | $334K | Sell |
5,791
-65
| -1% | -$3.75K | 0.03% | 227 |
|
|
2023
Q4 | $305K | Buy |
+5,856
| New | +$305K | 0.04% | 138 |
|