Signature Wealth Management Partners’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 | $1.93M | Hold |
21,237
| – | – | 1.11% | 18 |
|
|
2025
Q1 | $1.78M | Hold |
21,237
| – | – | 1.17% | 14 |
|
|
2024
Q4 | $1.63M | Hold |
21,237
| – | – | 1.12% | 17 |
|
|
2024
Q3 | $1.53M | Hold |
21,237
| – | – | 1.1% | 17 |
|
|
2024
Q2 | $1.27M | Hold |
21,237
| – | – | 0.97% | 22 |
|
|
2024
Q1 | $1.22M | Sell |
21,237
-127
| -0.6% | -$7.32K | 1% | 22 |
|
|
2023
Q4 | $1.11M | Hold |
21,364
| – | – | 0.97% | 23 |
|
|
2023
Q3 | $911K | Buy |
21,364
+127
| +0.6% | +$5.42K | 0.89% | 26 |
|
|
2023
Q2 | $945K | Hold |
21,237
| – | – | 0.88% | 25 |
|
|
2023
Q1 | $965K | Hold |
21,237
| – | – | 0.9% | 26 |
|
|
2022
Q4 | $967K | Hold |
21,237
| – | – | 0.95% | 31 |
|
|
2022
Q3 | $818K | Hold |
21,237
| – | – | 0.9% | 31 |
|
|
2022
Q2 | $886K | Hold |
21,237
| – | – | 0.91% | 29 |
|
|
2022
Q1 | $1.05M | Hold |
21,237
| – | – | 0.9% | 29 |
|
|
2021
Q4 | $1.23M | Hold |
21,237
| – | – | 1.05% | 26 |
|
|
2021
Q3 | $1.1M | Hold |
21,237
| – | – | 1% | 27 |
|
|
2021
Q2 | $1.09M | Hold |
21,237
| – | – | 0.99% | 26 |
|
|
2021
Q1 | $1M | Hold |
21,237
| – | – | 0.96% | 29 |
|
|
2020
Q4 | $901K | Buy |
+21,237
| New | +$901K | 0.9% | 26 |
|