Roble Belko & Company’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 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 357 |
|
|
2021
Q3 | – | Sell |
-2,018
| Closed | -$103K | – | 317 |
|
|
2021
Q2 | $103K | Hold |
2,018
| – | – | 0.02% | 125 |
|
|
2021
Q1 | $95K | Hold |
2,018
| – | – | 0.02% | 119 |
|
|
2020
Q4 | $86K | Sell |
2,018
-1,850
| -48% | -$78.8K | 0.02% | 116 |
|
|
2020
Q3 | $133K | Hold |
3,868
| – | – | 0.04% | 98 |
|
|
2020
Q2 | $149K | Hold |
3,868
| – | – | 0.04% | 95 |
|
|
2020
Q1 | $130K | Hold |
3,868
| – | – | 0.04% | 102 |
|
|
2019
Q4 | $195K | Hold |
3,868
| – | – | 0.05% | 98 |
|
|
2019
Q3 | $175K | Hold |
3,868
| – | – | 0.05% | 96 |
|
|
2019
Q2 | $171K | Buy |
+3,868
| New | +$171K | 0.05% | 95 |
|
|
2018
Q4 | – | Sell |
-785
| Closed | -$40K | – | 312 |
|
|
2018
Q3 | $40K | Hold |
785
| – | – | 0.01% | 113 |
|
|
2018
Q2 | $42K | Hold |
785
| – | – | 0.02% | 117 |
|
|
2018
Q1 | $40K | Hold |
785
| – | – | 0.02% | 135 |
|
|
2017
Q4 | $42K | Hold |
785
| – | – | 0.02% | 121 |
|
|
2017
Q3 | $42K | Hold |
785
| – | – | 0.02% | 100 |
|
|
2017
Q2 | $40K | Sell |
785
-1,516
| -66% | -$77.2K | 0.02% | 98 |
|
|
2017
Q1 | $109K | Sell |
2,301
-215
| -9% | -$10.2K | 0.05% | 68 |
|
|
2016
Q4 | $119K | Buy |
2,516
+14
| +0.6% | +$662 | 0.06% | 64 |
|
|
2016
Q3 | $100K | Buy |
2,502
+502
| +25% | +$20.1K | 0.05% | 73 |
|
|
2016
Q2 | $78K | Sell |
2,000
-1,368
| -41% | -$53.4K | 0.04% | 89 |
|
|
2016
Q1 | $124K | Sell |
3,368
-1,116
| -25% | -$41.1K | 0.07% | 57 |
|
|
2015
Q4 | $185K | Buy |
4,484
+100
| +2% | +$4.13K | 0.11% | 51 |
|
|
2015
Q3 | $172K | Hold |
4,384
| – | – | 0.11% | 55 |
|
|
2015
Q2 | $184K | Sell |
4,384
-4,000
| -48% | -$168K | 0.11% | 55 |
|
|
2015
Q1 | $337K | Buy |
+8,384
| New | +$337K | 0.2% | 40 |
|