RWA Wealth Partners’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 | $1.17M | Buy |
12,812
+365
| +3% | +$33.3K | 0.01% | 304 |
|
|
2025
Q1 | $1.04M | Sell |
12,447
-556
| -4% | -$46.6K | 0.01% | 316 |
|
|
2024
Q4 | $999K | Buy |
13,003
+685
| +6% | +$52.6K | 0.01% | 324 |
|
|
2024
Q3 | $885K | Sell |
12,318
-646
| -5% | -$46.4K | 0.01% | 340 |
|
|
2024
Q2 | $776K | Sell |
12,964
-8
| -0.1% | -$479 | 0.01% | 341 |
|
|
2024
Q1 | $747K | Sell |
12,972
-432
| -3% | -$24.9K | 0.01% | 342 |
|
|
2023
Q4 | $698K | Buy |
13,404
+8,459
| +171% | +$440K | 0.01% | 339 |
|
|
2023
Q3 | $211K | Buy |
+4,945
| New | +$211K | ﹤0.01% | 362 |
|
|
2020
Q1 | – | Sell |
-4,827
| Closed | -$243K | – | 202 |
|
|
2019
Q4 | $243K | Buy |
4,827
+2
| +0% | +$101 | 0.02% | 217 |
|
|
2019
Q3 | $218K | Buy |
4,825
+1
| +0% | +$45 | 0.02% | 217 |
|
|
2019
Q2 | $213K | Sell |
4,824
-148
| -3% | -$6.54K | 0.02% | 213 |
|
|
2019
Q1 | $251K | Sell |
4,972
-6,117
| -55% | -$309K | 0.03% | 201 |
|
|
2018
Q4 | $522K | Buy |
11,089
+1
| +0% | +$47 | 0.07% | 144 |
|
|
2018
Q3 | $565K | Buy |
11,088
+1
| +0% | +$51 | 0.06% | 138 |
|
|
2018
Q2 | $598K | Buy |
11,087
+1,036
| +10% | +$55.9K | 0.07% | 146 |
|
|
2018
Q1 | $518K | Hold |
10,051
| – | – | 0.07% | 137 |
|
|
2017
Q4 | $541K | Buy |
10,051
+182
| +2% | +$9.8K | 0.06% | 162 |
|
|
2017
Q3 | $523K | Buy |
9,869
+3,201
| +48% | +$170K | 0.06% | 157 |
|
|
2017
Q2 | $340K | Buy |
+6,668
| New | +$340K | 0.04% | 150 |
|