Mount Yale Investment 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 | $165K | Buy |
+1,814
| New | +$165K | 0.01% | 572 |
|
|
2023
Q2 | – | Sell |
-23,793
| Closed | -$1.08M | – | 486 |
|
|
2023
Q1 | $1.08M | Sell |
23,793
-1,078
| -4% | -$49K | 0.12% | 170 |
|
|
2022
Q4 | $1.13M | Buy |
24,871
+1,097
| +5% | +$49.9K | 0.13% | 162 |
|
|
2022
Q3 | $916K | Buy |
23,774
+995
| +4% | +$38.3K | 0.12% | 181 |
|
|
2022
Q2 | $950K | Buy |
22,779
+85
| +0.4% | +$3.55K | 0.12% | 177 |
|
|
2022
Q1 | $1.13M | Buy |
22,694
+1,293
| +6% | +$64.2K | 0.12% | 179 |
|
|
2021
Q4 | $1.24M | Sell |
21,401
-246
| -1% | -$14.3K | 0.13% | 174 |
|
|
2021
Q3 | $1.12M | Buy |
21,647
+329
| +2% | +$17.1K | 0.13% | 177 |
|
|
2021
Q2 | $1.09M | Sell |
21,318
-104
| -0.5% | -$5.33K | 0.13% | 163 |
|
|
2021
Q1 | $1.01M | Buy |
21,422
+1,591
| +8% | +$75.2K | 0.13% | 160 |
|
|
2020
Q4 | $842K | Sell |
19,831
-134
| -0.7% | -$5.69K | 0.12% | 188 |
|
|
2020
Q3 | $686K | Buy |
+19,965
| New | +$686K | 0.1% | 198 |
|