SWMG
Signature Wealth Management Group’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 |
-49,126
| Closed | -$4.12M | – | 118 |
|
|
2025
Q1 | $4.12M | Sell |
49,126
-10,557
| -18% | -$885K | 1.61% | 25 |
|
|
2024
Q4 | $4.59M | Sell |
59,683
-4,504
| -7% | -$346K | 1.84% | 12 |
|
|
2024
Q3 | $4.61M | Sell |
64,187
-337
| -0.5% | -$24.2K | 1.85% | 15 |
|
|
2024
Q2 | $3.86M | Sell |
64,524
-39
| -0.1% | -$2.34K | 1.69% | 19 |
|
|
2024
Q1 | $3.63M | Buy |
+64,563
| New | +$3.63M | 1.65% | 23 |
|