Roundview Capital’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 | $268K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $237K | Sell |
|
|||||
|
2020
Q1 | $222K | Hold |
|
|||||
|
2019
Q4 | $332K | Sell |
|
|||||
|
2019
Q3 | $304K | Sell |
|
|||||
|
2019
Q2 | $304K | Sell |
|
|||||
|
2019
Q1 | $359K | Sell |
|
|||||
|
2018
Q4 | $366K | Sell |
|
|||||
|
2018
Q3 | $477K | Hold |
|
|||||
|
2018
Q2 | $505K | Buy |
|
|||||
|
2018
Q1 | $225K | Buy |
|
|||||
|
2017
Q4 | $205K | Sell |
|
|||||
|
2017
Q3 | $202K | Buy |
|