Sax Wealth Advisors’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 | $499K | Buy |
5,480
+202
| +4% | +$18.4K | 0.03% | 259 |
|
|
2025
Q1 | $443K | Buy |
5,278
+117
| +2% | +$9.81K | 0.03% | 238 |
|
|
2024
Q4 | $397K | Buy |
+5,161
| New | +$397K | 0.03% | 225 |
|
|
2024
Q3 | – | Sell |
-4,546
| Closed | -$272K | – | 304 |
|
|
2024
Q2 | $272K | Buy |
+4,546
| New | +$272K | 0.03% | 223 |
|
|
2024
Q1 | – | Sell |
-4,481
| Closed | -$233K | – | 206 |
|
|
2023
Q4 | $233K | Buy |
+4,481
| New | +$233K | 0.04% | 169 |
|
|
2023
Q2 | – | Sell |
-4,481
| Closed | -$204K | – | 179 |
|
|
2023
Q1 | $204K | Hold |
4,481
| – | – | 0.04% | 169 |
|
|
2022
Q4 | $204K | Buy |
+4,481
| New | +$204K | 0.05% | 158 |
|
|
2022
Q2 | – | Sell |
-4,481
| Closed | -$222K | – | 168 |
|
|
2022
Q1 | $222K | Hold |
4,481
| – | – | 0.05% | 157 |
|
|
2021
Q4 | $260K | Sell |
4,481
-1,500
| -25% | -$87K | 0.05% | 153 |
|
|
2021
Q3 | $310K | Hold |
5,981
| – | – | 0.07% | 130 |
|
|
2021
Q2 | $306K | Hold |
5,981
| – | – | 0.11% | 120 |
|
|
2021
Q1 | $283K | Hold |
5,981
| – | – | 0.1% | 116 |
|
|
2020
Q4 | $254K | Buy |
+5,981
| New | +$254K | 0.12% | 108 |
|