SDWMA
Schneider Downs Wealth Management 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 | $302K | Sell |
3,312
-67
| -2% | -$6.1K | 0.05% | 116 |
|
|
2025
Q1 | $283K | Hold |
3,379
| – | – | 0.05% | 116 |
|
|
2024
Q4 | $260K | Sell |
3,379
-247
| -7% | -$19K | 0.05% | 119 |
|
|
2024
Q3 | $261K | Hold |
3,626
| – | – | 0.05% | 120 |
|
|
2024
Q2 | $217K | Sell |
3,626
-1,284
| -26% | -$76.9K | 0.05% | 123 |
|
|
2024
Q1 | $283K | Buy |
+4,910
| New | +$283K | 0.07% | 106 |
|
|
2023
Q4 | – | Sell |
-6,983
| Closed | -$298K | – | 122 |
|
|
2023
Q3 | $298K | Hold |
6,983
| – | – | 0.07% | 82 |
|
|
2023
Q2 | $311K | Hold |
6,983
| – | – | 0.07% | 86 |
|
|
2023
Q1 | $317K | Sell |
6,983
-450
| -6% | -$20.4K | 0.07% | 85 |
|
|
2022
Q4 | $338K | Buy |
+7,433
| New | +$338K | 0.07% | 78 |
|
|
2022
Q3 | – | Sell |
-5,253
| Closed | -$219K | – | 134 |
|
|
2022
Q2 | $219K | Hold |
5,253
| – | – | 0.06% | 130 |
|
|
2022
Q1 | $261K | Sell |
5,253
-459
| -8% | -$22.8K | 0.07% | 123 |
|
|
2021
Q4 | $332K | Buy |
5,712
+1,346
| +31% | +$78.2K | 0.08% | 108 |
|
|
2021
Q3 | $226K | Sell |
4,366
-324
| -7% | -$16.8K | 0.06% | 132 |
|
|
2021
Q2 | $240K | Buy |
4,690
+25
| +0.5% | +$1.28K | 0.06% | 123 |
|
|
2021
Q1 | $221K | Sell |
4,665
-190
| -4% | -$9K | 0.05% | 125 |
|
|
2020
Q4 | $206K | Buy |
+4,855
| New | +$206K | 0.06% | 90 |
|