Smith, Moore & Co’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $304K | Sell |
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|
2025
Q2 | $276K | Sell |
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|
2025
Q1 | $271K | Sell |
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|
2024
Q4 | $310K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $282K | Buy |
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|
2021
Q4 | $329K | Sell |
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|
2021
Q3 | $328K | Sell |
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|
2021
Q2 | $429K | Sell |
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|
2021
Q1 | $649K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $329K | Sell |
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|
2019
Q1 | $381K | Sell |
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|
2018
Q4 | $486K | Buy |
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|
2018
Q3 | $484K | Sell |
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|
2018
Q2 | $514K | Buy |
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|
2018
Q1 | $484K | Buy |
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|
2017
Q4 | $232K | Sell |
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|
2017
Q3 | $236K | Buy |
|