Realta 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 | $866K | Buy |
|
|||||
|
2025
Q2 | $644K | Sell |
|
|||||
|
2025
Q1 | $596K | Buy |
|
|||||
|
2024
Q4 | $474K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $848K | Sell |
|
|||||
|
2024
Q1 | $891K | Buy |
|
|||||
|
2023
Q4 | $758K | Sell |
|
|||||
|
2023
Q3 | $708K | Sell |
|
|||||
|
2023
Q2 | $721K | Buy |
|
|||||
|
2023
Q1 | $713K | Sell |
|
|||||
|
2022
Q4 | $764K | Sell |
|
|||||
|
2022
Q3 | $725K | Buy |
|
|||||
|
2022
Q2 | $773K | Buy |
|
|||||
|
2022
Q1 | $837K | Buy |
|
|||||
|
2021
Q4 | $964K | Buy |
|
|||||
|
2021
Q3 | $858K | Sell |
|
|||||
|
2021
Q2 | $856K | Buy |
|
|||||
|
2021
Q1 | $763K | Buy |
|
|||||
|
2020
Q4 | $682K | Sell |
|
|||||
|
2020
Q3 | $608K | Buy |
|
|||||
|
2020
Q2 | $534K | Sell |
|
|||||
|
2020
Q1 | $467K | Sell |
|
|||||
|
2019
Q4 | $785K | Buy |
|
|||||
|
2019
Q3 | $704K | Buy |
|
|||||
|
2019
Q2 | $670K | Buy |
|
|||||
|
2019
Q1 | $693K | Buy |
|