New England Capital Financial 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
$30.5K Buy
335
+2
+0.6% +$182 0.01% 149
2025
Q1
$27.9K Buy
333
+2
+0.6% +$168 0.01% 154
2024
Q4
$25.4K Buy
331
+2
+0.6% +$154 0.01% 160
2024
Q3
$23.6K Buy
329
+2
+0.6% +$144 0.01% 160
2024
Q2
$19.6K Buy
327
+3
+0.9% +$179 0.01% 180
2024
Q1
$18.7K Buy
324
+2
+0.6% +$115 0.01% 183
2023
Q4
$16.8K Buy
322
+3
+0.9% +$156 0.01% 190
2023
Q3
$13.6K Buy
319
+3
+0.9% +$128 0.01% 207
2023
Q2
$14.1K Buy
316
+3
+1% +$134 0.01% 199
2023
Q1
$14.2K Buy
313
+2
+0.6% +$91 0.01% 217
2022
Q4
$15.3K Buy
+311
New +$15.3K 0.01% 213