Mount Yale Investment Advisors’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $916K | Buy |
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|
2022
Q2 | $950K | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.24M | Sell |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $842K | Sell |
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|
2020
Q3 | $686K | Buy |
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