Proficio Capital Partners’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 | $209K | Buy |
+2,289
| New | +$209K | 0.01% | 409 |
|
|
2019
Q3 | – | Sell |
-382
| Closed | -$17K | – | 309 |
|
|
2019
Q2 | $17K | Sell |
382
-240
| -39% | -$10.7K | 0.01% | 739 |
|
|
2019
Q1 | $31K | Sell |
622
-64
| -9% | -$3.19K | 0.01% | 491 |
|
|
2018
Q4 | $32K | Buy |
686
+84
| +14% | +$3.92K | 0.01% | 412 |
|
|
2018
Q3 | $31K | Buy |
602
+263
| +78% | +$13.5K | 0.01% | 463 |
|
|
2018
Q2 | $18K | Sell |
339
-1
| -0.3% | -$53 | 0.01% | 629 |
|
|
2018
Q1 | $18K | Buy |
340
+18
| +6% | +$953 | 0.01% | 623 |
|
|
2017
Q4 | $17K | Buy |
322
+35
| +12% | +$1.85K | 0.01% | 628 |
|
|
2017
Q3 | $15K | Hold |
287
| – | – | 0.01% | 660 |
|
|
2017
Q2 | $15K | Sell |
287
-121
| -30% | -$6.32K | 0.01% | 681 |
|
|
2017
Q1 | $19K | Buy |
408
+273
| +202% | +$12.7K | 0.01% | 626 |
|
|
2016
Q4 | $6K | Buy |
135
+11
| +9% | +$489 | ﹤0.01% | 699 |
|
|
2016
Q3 | $5K | Buy |
124
+51
| +70% | +$2.06K | ﹤0.01% | 697 |
|
|
2016
Q2 | $3K | Buy |
73
+21
| +40% | +$863 | ﹤0.01% | 761 |
|
|
2016
Q1 | $2K | Sell |
52
-267
| -84% | -$10.3K | ﹤0.01% | 721 |
|
|
2015
Q4 | $13K | Buy |
+319
| New | +$13K | 0.01% | 239 |
|