Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | $883K | Sell |
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|
2023
Q1 | $972K | Sell |
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|
2022
Q4 | $3.41M | Buy |
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|
2022
Q3 | $2.09M | Buy |
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|
2022
Q2 | $876K | Sell |
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|
2022
Q1 | $1.57M | Sell |
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|
2021
Q4 | $1.95M | Buy |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $68K | Buy |
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|
2020
Q3 | $41K | Hold |
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|
2020
Q2 | $46K | Hold |
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|
2020
Q1 | $40K | Buy |
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|
2019
Q4 | $508K | Buy |
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|
2019
Q3 | $45K | Buy |
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|
2019
Q2 | $35K | Hold |
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|
2019
Q1 | $40K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $6K | Hold |
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|
2013
Q2 | $6K | Buy |
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