SMA
Sage Mountain Advisors’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,727
| Closed | -$396K | – | 500 |
|
|
2025
Q1 | $396K | Sell |
4,727
-573
| -11% | -$48.1K | 0.03% | 255 |
|
|
2024
Q4 | $407K | Sell |
5,300
-225
| -4% | -$17.3K | 0.03% | 242 |
|
|
2024
Q3 | $397K | Buy |
5,525
+457
| +9% | +$32.8K | 0.03% | 241 |
|
|
2024
Q2 | $304K | Buy |
5,068
+819
| +19% | +$49K | 0.03% | 249 |
|
|
2024
Q1 | $245K | Sell |
4,249
-392
| -8% | -$22.6K | 0.03% | 285 |
|
|
2023
Q4 | $242K | Buy |
+4,641
| New | +$242K | 0.03% | 232 |
|
|
2023
Q3 | – | Sell |
-4,613
| Closed | -$205K | – | 366 |
|
|
2023
Q2 | $205K | Sell |
4,613
-110
| -2% | -$4.9K | 0.03% | 248 |
|
|
2023
Q1 | $215K | Buy |
+4,723
| New | +$215K | 0.03% | 217 |
|