Slocum, Gordon & Co’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 | $36.4K | Hold |
400
| – | – | 0.03% | 94 |
|
|
2025
Q1 | $33.5K | Sell |
400
-100
| -20% | -$8.39K | 0.03% | 93 |
|
|
2024
Q4 | $38.4K | Hold |
500
| – | – | 0.03% | 90 |
|
|
2024
Q3 | $35.9K | Hold |
500
| – | – | 0.01% | 91 |
|
|
2024
Q2 | $29.9K | Hold |
500
| – | – | 0.02% | 99 |
|
|
2024
Q1 | $28.8K | Hold |
500
| – | – | 0.02% | 96 |
|
|
2023
Q4 | $26K | Buy |
+500
| New | +$26K | 0.02% | 97 |
|