Rise Advisors’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 | $38.1K | Sell |
418
-51
| -11% | -$4.64K | 0.02% | 293 |
|
|
2025
Q1 | $39.3K | Buy |
469
+138
| +42% | +$11.6K | 0.02% | 274 |
|
|
2024
Q4 | $25.4K | Buy |
331
+2
| +0.6% | +$154 | 0.01% | 494 |
|
|
2024
Q3 | $23.6K | Buy |
329
+3
| +0.9% | +$215 | 0.01% | 572 |
|
|
2024
Q2 | $19.5K | Buy |
326
+2
| +0.6% | +$120 | 0.01% | 653 |
|
|
2024
Q1 | $18.7K | Buy |
+324
| New | +$18.7K | 0.01% | 689 |
|
|
2023
Q2 | – | Sell |
-60
| Closed | -$2.75K | – | 693 |
|
|
2023
Q1 | $2.75K | Buy |
+60
| New | +$2.75K | ﹤0.01% | 531 |
|