OneDigital Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Sell |
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|
2025
Q1 | $2.06M | Sell |
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|
2024
Q4 | $1.95M | Buy |
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|
2024
Q3 | $1.79M | Buy |
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|
2024
Q2 | $1.48M | Buy |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $599K | Sell |
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|
2023
Q2 | $640K | Buy |
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|
2023
Q1 | $634K | Buy |
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|
2022
Q4 | $488K | Sell |
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|
2022
Q3 | $748K | Buy |
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|
2022
Q2 | $494K | Sell |
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|
2022
Q1 | $629K | Buy |
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|
2021
Q4 | $245K | Sell |
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|
2021
Q3 | $287K | Buy |
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|
2021
Q2 | $278K | Buy |
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|
2021
Q1 | $200K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $263K | Sell |
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|
2020
Q1 | $243K | Buy |
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|
2019
Q4 | $355K | Sell |
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|
2019
Q3 | $320K | Buy |
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|
2019
Q2 | $128K | Buy |
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|
2019
Q1 | $83K | Sell |
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|
2018
Q4 | $84K | Sell |
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|
2018
Q3 | $92K | Sell |
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|
2018
Q2 | $101K | Sell |
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|
2018
Q1 | $101K | Sell |
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|
2017
Q4 | $132K | Hold |
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|
2017
Q3 | $130K | Sell |
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|
2017
Q2 | $126K | Buy |
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