Strategic Investment Advisors’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 | $715K | Sell |
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|
2025
Q1 | $906K | Sell |
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|
2024
Q4 | $903K | Sell |
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|
2024
Q3 | $943K | Sell |
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|
2024
Q2 | $810K | Sell |
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|
2024
Q1 | $796K | Sell |
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|
2023
Q4 | $793K | Sell |
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|
2023
Q3 | $703K | Sell |
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|
2023
Q2 | $743K | Sell |
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|
2023
Q1 | $777K | Sell |
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|
2022
Q4 | $783K | Sell |
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|
2022
Q3 | $676K | Sell |
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|
2022
Q2 | $752K | Sell |
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|
2022
Q1 | $899K | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $933K | Buy |
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|
2021
Q2 | $869K | Buy |
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|
2021
Q1 | $478K | Buy |
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|
2020
Q4 | $317K | Buy |
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|
2020
Q3 | $247K | Buy |
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|
2020
Q2 | $253K | Buy |
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