Simplicity Wealth’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 | $1.29M | Buy |
14,151
+9,589
| +210% | +$874K | 0.05% | 285 |
|
|
2025
Q1 | $383K | Buy |
4,562
+285
| +7% | +$23.9K | 0.03% | 385 |
|
|
2024
Q4 | $329K | Buy |
4,277
+757
| +22% | +$58.2K | 0.07% | 220 |
|
|
2024
Q3 | $253K | Sell |
3,520
-6,498
| -65% | -$467K | 0.02% | 419 |
|
|
2024
Q2 | $600K | Sell |
10,018
-3,663
| -27% | -$219K | 0.01% | 684 |
|
|
2024
Q1 | $788K | Buy |
+13,681
| New | +$788K | 0.02% | 586 |
|