Spire Wealth Management’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 | $281K | Sell |
3,081
-63,009
| -95% | -$5.74M | 0.01% | 677 |
|
|
2025
Q1 | $5.54M | Buy |
66,090
+57,596
| +678% | +$4.83M | 0.18% | 111 |
|
|
2024
Q4 | $653K | Buy |
8,494
+5,270
| +163% | +$405K | 0.02% | 494 |
|
|
2024
Q3 | $232K | Sell |
3,224
-296
| -8% | -$21.3K | 0.01% | 694 |
|
|
2024
Q2 | $211K | Sell |
3,520
-1,080
| -23% | -$64.7K | 0.01% | 705 |
|
|
2024
Q1 | $265K | Sell |
4,600
-119
| -3% | -$6.86K | ﹤0.01% | 701 |
|
|
2023
Q4 | $260K | Sell |
4,719
-174
| -4% | -$9.58K | 0.01% | 692 |
|
|
2023
Q3 | $209K | Sell |
4,893
-157
| -3% | -$6.7K | 0.01% | 700 |
|
|
2023
Q2 | $225K | Sell |
5,050
-305
| -6% | -$13.6K | 0.01% | 692 |
|
|
2023
Q1 | $243K | Buy |
5,355
+1,956
| +58% | +$88.9K | 0.01% | 671 |
|
|
2022
Q4 | $155K | Buy |
3,399
+75
| +2% | +$3.42K | 0.01% | 612 |
|
|
2022
Q3 | $128K | Sell |
3,324
-6,240
| -65% | -$240K | 0.01% | 632 |
|
|
2022
Q2 | $399K | Sell |
9,564
-1,082
| -10% | -$45.1K | 0.02% | 541 |
|
|
2022
Q1 | $553K | Sell |
10,646
-2,460
| -19% | -$128K | 0.01% | 543 |
|
|
2021
Q4 | $761K | Buy |
13,106
+4,107
| +46% | +$238K | 0.02% | 562 |
|
|
2021
Q3 | $467K | Sell |
8,999
-517
| -5% | -$26.8K | 0.01% | 606 |
|
|
2021
Q2 | $488K | Sell |
9,516
-2,249
| -19% | -$115K | 0.01% | 613 |
|
|
2021
Q1 | $557K | Buy |
+11,765
| New | +$557K | 0.01% | 632 |
|