Optimum 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
Q3 | $65.4K | Hold |
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|
2025
Q2 | $54.7K | Hold |
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|
2025
Q1 | $50.3K | Hold |
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|
2024
Q4 | $46.1K | Hold |
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|
2024
Q3 | $43.1K | Hold |
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|
2024
Q2 | $35.9K | Hold |
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|
2024
Q1 | $34.6K | Hold |
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|
2023
Q4 | $31.2K | Sell |
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|
2023
Q3 | $128K | Hold |
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|
2023
Q2 | $134K | Hold |
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|
2023
Q1 | $136K | Hold |
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|
2022
Q4 | $137K | Hold |
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|
2022
Q3 | $116K | Hold |
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|
2022
Q2 | $125K | Hold |
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|
2022
Q1 | $149K | Sell |
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|
2021
Q4 | $182K | Sell |
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|
2021
Q3 | $183K | Buy |
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|
2021
Q2 | $174K | Sell |
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|
2021
Q1 | $200K | Hold |
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|
2020
Q4 | $180K | Sell |
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|
2020
Q3 | $255K | Sell |
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|
2020
Q2 | $422K | Sell |
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|
2020
Q1 | $402K | Buy |
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|
2019
Q4 | $595K | Hold |
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|
2019
Q3 | $535K | Sell |
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|
2019
Q2 | $571K | Hold |
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|
2019
Q1 | $652K | Hold |
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|
2018
Q4 | $609K | Hold |
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|
2018
Q3 | $659K | Hold |
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|
2018
Q2 | $697K | Hold |
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|
2018
Q1 | $666K | Hold |
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|
2017
Q4 | $696K | Hold |
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|
2017
Q3 | $686K | Hold |
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|
2017
Q2 | $660K | Hold |
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|
2017
Q1 | $611K | Hold |
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|
2016
Q4 | $613K | Hold |
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|
2016
Q3 | $516K | Buy |
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|
2016
Q2 | $492K | Sell |
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|
2016
Q1 | $540K | Sell |
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|
2015
Q4 | $864K | Hold |
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|
2015
Q3 | $821K | Buy |
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|
2015
Q1 | $844K | Sell |
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|
2014
Q4 | $1.01M | Sell |
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|
2014
Q3 | $989K | Hold |
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|
2014
Q2 | $958K | Hold |
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|
2014
Q1 | $902K | Sell |
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|
2013
Q4 | $900K | Buy |
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|
2013
Q3 | $771K | Buy |
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