Spinnaker Trust’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
Q2 | $283K | Sell |
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|
2025
Q1 | $325K | Hold |
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|
2024
Q4 | $298K | Sell |
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|
2024
Q3 | $289K | Hold |
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|
2024
Q2 | $241K | Hold |
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|
2024
Q1 | $232K | Hold |
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|
2023
Q4 | $209K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $282K | Hold |
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|
2021
Q1 | $260K | Buy |
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|
2020
Q4 | $200K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $277K | Sell |
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|
2019
Q3 | $255K | Buy |
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|
2019
Q2 | $218K | Hold |
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|
2019
Q1 | $249K | Hold |
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|
2018
Q4 | $233K | Sell |
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|
2018
Q3 | $262K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $306K | Hold |
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|
2017
Q1 | $283K | Buy |
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