RWA Wealth Partners’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
Q2 | $1.17M | Buy |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $999K | Buy |
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|
2024
Q3 | $885K | Sell |
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|
2024
Q2 | $776K | Sell |
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|
2024
Q1 | $747K | Sell |
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|
2023
Q4 | $698K | Buy |
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|
2023
Q3 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $243K | Buy |
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|
2019
Q3 | $218K | Buy |
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|
2019
Q2 | $213K | Sell |
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|
2019
Q1 | $251K | Sell |
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|
2018
Q4 | $522K | Buy |
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|
2018
Q3 | $565K | Buy |
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|
2018
Q2 | $598K | Buy |
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|
2018
Q1 | $518K | Hold |
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|
2017
Q4 | $541K | Buy |
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|
2017
Q3 | $523K | Buy |
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|
2017
Q2 | $340K | Buy |
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