Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $272K | Sell |
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|
2023
Q2 | $350K | Buy |
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|
2023
Q1 | $330K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $120K | Buy |
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|
2020
Q3 | $96K | Hold |
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|
2020
Q2 | $108K | Buy |
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|
2020
Q1 | $34K | Hold |
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|
2019
Q4 | $50K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $74K | Hold |
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|
2017
Q3 | $73K | Hold |
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|
2017
Q2 | $70K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $22K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $134K | Buy |
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