Northeast Financial Consultants’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 | $200K | Buy |
+2,200
| New | +$200K | 0.01% | 290 |
|
|
2022
Q2 | – | Sell |
-5,357
| Closed | -$266K | – | 341 |
|
|
2022
Q1 | $266K | Buy |
+5,357
| New | +$266K | 0.02% | 324 |
|
|
2019
Q4 | – | Sell |
-5,081
| Closed | -$230K | – | 310 |
|
|
2019
Q3 | $230K | Hold |
5,081
| – | – | 0.02% | 279 |
|
|
2019
Q2 | $224K | Hold |
5,081
| – | – | 0.02% | 288 |
|
|
2019
Q1 | $256K | Buy |
+5,081
| New | +$256K | 0.03% | 256 |
|