RSWM
Robertson Stephens Wealth Management’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,751
| Closed | -$211K | – | 542 |
|
|
2024
Q4 | $211K | Sell |
2,751
-49
| -2% | -$3.77K | 0.01% | 533 |
|
|
2024
Q3 | $201K | Buy |
+2,800
| New | +$201K | 0.01% | 604 |
|
|
2022
Q2 | – | Sell |
-7,013
| Closed | -$348K | – | 375 |
|
|
2022
Q1 | $348K | Sell |
7,013
-69
| -1% | -$3.42K | 0.03% | 289 |
|
|
2021
Q4 | $411K | Buy |
+7,082
| New | +$411K | 0.03% | 282 |
|