Sunesis Advisors’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
Q1 | $1.55M | Hold |
18,436
| – | – | 0.84% | 18 |
|
|
2024
Q4 | $1.42M | Hold |
18,436
| – | – | 0.86% | 18 |
|
|
2024
Q3 | $1.32M | Hold |
18,436
| – | – | 0.8% | 19 |
|
|
2024
Q2 | $1.1M | Hold |
18,436
| – | – | 0.66% | 24 |
|
|
2024
Q1 | $1.06M | Hold |
18,436
| – | – | 0.62% | 26 |
|
|
2023
Q4 | $960K | Hold |
18,436
| – | – | 0.58% | 31 |
|
|
2023
Q3 | $786K | Buy |
+18,436
| New | +$786K | 0.56% | 31 |
|
|
2023
Q1 | $838K | Hold |
18,436
| – | – | 0.6% | 28 |
|
|
2022
Q4 | $839K | Hold |
18,436
| – | – | 0.54% | 31 |
|
|
2022
Q3 | $710K | Hold |
18,436
| – | – | 0.49% | 32 |
|
|
2022
Q2 | $769K | Hold |
18,436
| – | – | 0.5% | 33 |
|
|
2022
Q1 | $915K | Hold |
18,436
| – | – | 0.53% | 31 |
|
|
2021
Q4 | $1.07M | Hold |
18,436
| – | – | 0.79% | 21 |
|
|
2021
Q3 | $956K | Hold |
18,436
| – | – | 0.74% | 21 |
|
|
2021
Q2 | $944K | Hold |
18,436
| – | – | 0.72% | 21 |
|
|
2021
Q1 | $872K | Hold |
18,436
| – | – | 0.7% | 22 |
|
|
2020
Q4 | $782K | Hold |
18,436
| – | – | 0.63% | 22 |
|
|
2020
Q3 | $633K | Hold |
18,436
| – | – | 0.56% | 22 |
|
|
2020
Q2 | $713K | Hold |
18,436
| – | – | 0.66% | 21 |
|
|
2020
Q1 | $621K | Hold |
18,436
| – | – | 0.62% | 24 |
|
|
2019
Q4 | $928K | Hold |
18,436
| – | – | 0.84% | 19 |
|
|
2019
Q3 | $833K | Hold |
18,436
| – | – | 0.86% | 19 |
|
|
2019
Q2 | $814K | Hold |
18,436
| – | – | 0.87% | 19 |
|
|
2019
Q1 | $930K | Hold |
18,436
| – | – | 0.94% | 20 |
|
|
2018
Q4 | $868K | Sell |
18,436
-10,110
| -35% | -$476K | 0.95% | 18 |
|
|
2018
Q3 | $1.46M | Buy |
+28,546
| New | +$1.46M | 1.47% | 17 |
|