Salem Investment Counselors’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 | $3.74K | Sell |
41
-5
| -11% | -$456 | ﹤0.01% | 986 |
|
|
2025
Q1 | $3.86K | Hold |
46
| – | – | ﹤0.01% | 956 |
|
|
2024
Q4 | $3.54K | Buy |
46
+5
| +12% | +$384 | ﹤0.01% | 964 |
|
|
2024
Q3 | $2.95K | Hold |
41
| – | – | ﹤0.01% | 985 |
|
|
2024
Q2 | $2.46K | Sell |
41
-76
| -65% | -$4.55K | ﹤0.01% | 1003 |
|
|
2024
Q1 | $6.74K | Sell |
117
-210
| -64% | -$12.1K | ﹤0.01% | 889 |
|
|
2023
Q4 | $17K | Hold |
327
| – | – | ﹤0.01% | 720 |
|
|
2023
Q3 | $13.9K | Hold |
327
| – | – | ﹤0.01% | 733 |
|
|
2023
Q2 | $14.6K | Hold |
327
| – | – | ﹤0.01% | 760 |
|
|
2023
Q1 | $14.9K | Hold |
327
| – | – | ﹤0.01% | 745 |
|
|
2022
Q4 | $14.9K | Buy |
327
+78
| +31% | +$3.55K | ﹤0.01% | 711 |
|
|
2022
Q3 | $10K | Hold |
249
| – | – | ﹤0.01% | 749 |
|
|
2022
Q2 | $10K | Hold |
249
| – | – | ﹤0.01% | 774 |
|
|
2022
Q1 | $12K | Sell |
249
-23,058
| -99% | -$1.11M | ﹤0.01% | 719 |
|
|
2021
Q4 | $1.35M | Hold |
23,307
| – | – | 0.05% | 162 |
|
|
2021
Q3 | $1.21M | Hold |
23,307
| – | – | 0.07% | 166 |
|
|
2021
Q2 | $1.19M | Buy |
23,307
+23,097
| +10,999% | +$1.18M | 0.07% | 162 |
|
|
2021
Q1 | $10K | Hold |
210
| – | – | ﹤0.01% | 669 |
|
|
2020
Q4 | $9K | Buy |
+210
| New | +$9K | ﹤0.01% | 651 |
|
|
2017
Q3 | – | Sell |
-120
| Closed | -$6K | – | 573 |
|
|
2017
Q2 | $6K | Sell |
120
-1,947
| -94% | -$97.4K | ﹤0.01% | 503 |
|
|
2017
Q1 | $96K | Sell |
2,067
-120
| -5% | -$5.57K | 0.01% | 306 |
|
|
2016
Q4 | $104K | Buy |
2,187
+120
| +6% | +$5.71K | 0.01% | 289 |
|
|
2016
Q3 | $824 | Buy |
+2,067
| New | +$824 | 0.01% | 278 |
|