NLP
Next Level Private’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Sell |
4,730
-35
| -0.7% | -$3.19K | 0.14% | 102 |
|
|
2025
Q1 | $400K | Buy |
4,765
+65
| +1% | +$5.45K | 0.15% | 97 |
|
|
2024
Q4 | $361K | Buy |
4,700
+7
| +0.1% | +$538 | 0.15% | 97 |
|
|
2024
Q3 | $337K | Buy |
4,693
+92
| +2% | +$6.61K | 0.14% | 100 |
|
|
2024
Q2 | $276K | Buy |
4,601
+48
| +1% | +$2.88K | 0.13% | 106 |
|
|
2024
Q1 | $262K | Buy |
4,553
+7
| +0.2% | +$403 | 0.12% | 108 |
|
|
2023
Q4 | $237K | Buy |
+4,546
| New | +$237K | 0.13% | 94 |
|
|
2022
Q1 | – | Sell |
-3,529
| Closed | -$205K | – | 90 |
|
|
2021
Q4 | $205K | Buy |
+3,529
| New | +$205K | 0.17% | 82 |
|