SteelPeak 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 | $4.32M | Buy |
47,364
+43,908
| +1,270% | +$4M | 0.17% | 108 |
|
|
2025
Q1 | $290K | Sell |
3,456
-56,898
| -94% | -$4.77M | 0.01% | 397 |
|
|
2024
Q4 | $4.64M | Buy |
60,354
+57,172
| +1,797% | +$4.39M | 0.19% | 96 |
|
|
2024
Q3 | $229K | Buy |
+3,182
| New | +$229K | 0.01% | 412 |
|
|
2024
Q1 | – | Sell |
-5,078
| Closed | -$264K | – | 424 |
|
|
2023
Q4 | $264K | Sell |
5,078
-8,040
| -61% | -$418K | 0.02% | 336 |
|
|
2023
Q3 | $559K | Sell |
13,118
-15
| -0.1% | -$640 | 0.04% | 233 |
|
|
2023
Q2 | $585K | Sell |
13,133
-54,479
| -81% | -$2.43M | 0.03% | 219 |
|
|
2023
Q1 | $3.07M | Buy |
67,612
+16,424
| +32% | +$746K | 0.21% | 91 |
|
|
2022
Q4 | $2.33M | Sell |
51,188
-13,362
| -21% | -$608K | 0.17% | 105 |
|
|
2022
Q3 | $2.49M | Buy |
64,550
+18,197
| +39% | +$701K | 0.19% | 98 |
|
|
2022
Q2 | $1.93M | Buy |
+46,353
| New | +$1.93M | 0.14% | 117 |
|
|
2021
Q2 | – | Sell |
-33,471
| Closed | -$1.58M | – | 404 |
|
|
2021
Q1 | $1.58M | Sell |
33,471
-11,531
| -26% | -$545K | 0.12% | 118 |
|
|
2020
Q4 | $1.91M | Buy |
45,002
+1,553
| +4% | +$65.9K | 0.17% | 101 |
|
|
2020
Q3 | $1.49M | Buy |
+43,449
| New | +$1.49M | 0.16% | 102 |
|