SDAM
Shulman DeMeo Asset Management’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 | $636K | Buy |
6,979
+34
| +0.5% | +$3.1K | 0.16% | 48 |
|
|
2025
Q1 | $582K | Buy |
6,945
+37
| +0.5% | +$3.1K | 0.16% | 54 |
|
|
2024
Q4 | $531K | Buy |
6,908
+41
| +0.6% | +$3.15K | 0.14% | 56 |
|
|
2024
Q3 | $493K | Buy |
6,867
+49
| +0.7% | +$3.52K | 0.12% | 71 |
|
|
2024
Q2 | $408K | Sell |
6,818
-78
| -1% | -$4.67K | 0.11% | 80 |
|
|
2024
Q1 | $397K | Sell |
6,896
-41
| -0.6% | -$2.36K | 0.11% | 84 |
|
|
2023
Q4 | $361K | Buy |
6,937
+91
| +1% | +$4.74K | 0.1% | 86 |
|
|
2023
Q3 | $292K | Sell |
6,846
-712
| -9% | -$30.4K | 0.1% | 93 |
|
|
2023
Q2 | $336K | Buy |
7,558
+67
| +0.9% | +$2.98K | 0.1% | 89 |
|
|
2023
Q1 | $340K | Buy |
7,491
+53
| +0.7% | +$2.41K | 0.11% | 89 |
|
|
2022
Q4 | $339K | Sell |
7,438
-66
| -0.9% | -$3K | 0.11% | 86 |
|
|
2022
Q3 | $289K | Hold |
7,504
| – | – | 0.1% | 97 |
|
|
2022
Q2 | $313K | Buy |
7,504
+59
| +0.8% | +$2.46K | 0.1% | 96 |
|
|
2022
Q1 | $370K | Buy |
7,445
+280
| +4% | +$13.9K | 0.1% | 95 |
|
|
2021
Q4 | $416K | Buy |
7,165
+254
| +4% | +$14.7K | 0.11% | 90 |
|
|
2021
Q3 | $358K | Buy |
+6,911
| New | +$358K | 0.31% | 54 |
|