TCI Wealth 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
Q3 | $251K | Buy |
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|
2025
Q2 | $209K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $204K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $137K | Buy |
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|
2022
Q4 | $131K | Sell |
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|
2022
Q3 | $121K | Sell |
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|
2022
Q2 | $165K | Sell |
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|
2022
Q1 | $223K | Sell |
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|
2021
Q4 | $298K | Hold |
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|
2021
Q3 | $266K | Buy |
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|
2021
Q2 | $117K | Hold |
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|
2021
Q1 | $108K | Buy |
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|
2020
Q4 | $84K | Hold |
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|
2020
Q3 | $68K | Sell |
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|
2020
Q2 | $80K | Buy |
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|
2020
Q1 | $67K | Buy |
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|
2019
Q4 | $7K | Buy |
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|
2019
Q3 | $6K | Buy |
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|
2019
Q2 | $3K | Sell |
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|
2019
Q1 | $6K | Sell |
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|
2018
Q4 | $7K | Buy |
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|
2018
Q3 | $6K | Sell |
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|
2018
Q2 | $12K | Buy |
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|
2018
Q1 | $5K | Hold |
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|
2017
Q4 | $6K | Hold |
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|
2017
Q3 | $6K | Hold |
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|
2017
Q2 | $5K | Hold |
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|
2017
Q1 | $5K | Hold |
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|
2016
Q4 | $5K | Hold |
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|
2016
Q3 | $4K | Hold |
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|
2016
Q2 | $4K | Hold |
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|
2016
Q1 | $4K | Hold |
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|
2015
Q4 | $4K | Hold |
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|
2015
Q3 | $4K | Hold |
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|
2015
Q2 | $4K | Hold |
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|
2015
Q1 | $4K | Hold |
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|
2014
Q4 | $4K | Hold |
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|
2014
Q3 | $4K | Hold |
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|
2014
Q2 | $4K | Hold |
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|
2014
Q1 | $4K | Hold |
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|
2013
Q4 | $4K | Hold |
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|
2013
Q3 | $3K | Sell |
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|
2013
Q2 | $19K | Buy |
|