Next Level Private’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $575K | Sell |
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|
2025
Q4 | $563K | Buy |
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|
2025
Q3 | $509K | Buy |
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|
2025
Q2 | $431K | Sell |
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|
2025
Q1 | $400K | Buy |
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|
2024
Q4 | $361K | Buy |
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|
2024
Q3 | $337K | Buy |
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|
2024
Q2 | $276K | Buy |
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|
2024
Q1 | $262K | Buy |
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|
2023
Q4 | $237K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $205K | Buy |
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