Quadcap Wealth Management’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 | – | Sell |
-8,746
| Closed | -$734K | – | 384 |
|
|
2025
Q1 | $734K | Sell |
8,746
-339
| -4% | -$28.4K | 0.11% | 185 |
|
|
2024
Q4 | $698K | Sell |
9,085
-582
| -6% | -$44.7K | 0.1% | 191 |
|
|
2024
Q3 | $695K | Sell |
9,667
-25
| -0.3% | -$1.8K | 0.11% | 196 |
|
|
2024
Q2 | $580K | Sell |
9,692
-222
| -2% | -$13.3K | 0.1% | 221 |
|
|
2024
Q1 | $571K | Buy |
+9,914
| New | +$571K | 0.13% | 191 |
|