TD Private Client 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 | $437K | Buy |
4,796
+1,280
| +36% | +$117K | 0.01% | 490 |
|
|
2025
Q1 | $295K | Buy |
3,516
+1,261
| +56% | +$106K | 0.01% | 534 |
|
|
2024
Q4 | $173K | Sell |
2,255
-61
| -3% | -$4.69K | ﹤0.01% | 628 |
|
|
2024
Q3 | $166K | Buy |
2,316
+61
| +3% | +$4.38K | ﹤0.01% | 642 |
|
|
2024
Q2 | $135K | Buy |
2,255
+153
| +7% | +$9.16K | ﹤0.01% | 643 |
|
|
2024
Q1 | $121K | Buy |
2,102
+301
| +17% | +$17.3K | ﹤0.01% | 655 |
|
|
2023
Q4 | $93.7K | Buy |
1,801
+973
| +118% | +$50.6K | ﹤0.01% | 699 |
|
|
2023
Q3 | $35.3K | Sell |
828
-68
| -8% | -$2.9K | ﹤0.01% | 834 |
|
|
2023
Q2 | $39.9K | Sell |
896
-150
| -14% | -$6.68K | ﹤0.01% | 820 |
|
|
2023
Q1 | $47.5K | Sell |
1,046
-120
| -10% | -$5.45K | ﹤0.01% | 778 |
|
|
2022
Q4 | $53.1K | Sell |
1,166
-461
| -28% | -$21K | ﹤0.01% | 732 |
|
|
2022
Q3 | $62.7K | Buy |
1,627
+300
| +23% | +$11.6K | ﹤0.01% | 687 |
|
|
2022
Q2 | $55.3K | Sell |
1,327
-705
| -35% | -$29.4K | ﹤0.01% | 711 |
|
|
2022
Q1 | $101K | Buy |
2,032
+639
| +46% | +$31.7K | ﹤0.01% | 637 |
|
|
2021
Q4 | $80.9K | Sell |
1,393
-48
| -3% | -$2.79K | ﹤0.01% | 666 |
|
|
2021
Q3 | $74.7K | Buy |
1,441
+34
| +2% | +$1.76K | ﹤0.01% | 675 |
|
|
2021
Q2 | $72.1K | Sell |
1,407
-232
| -14% | -$11.9K | ﹤0.01% | 669 |
|
|
2021
Q1 | $77.5K | Sell |
1,639
-135
| -8% | -$6.38K | ﹤0.01% | 634 |
|
|
2020
Q4 | $75.3K | Buy |
1,774
+254
| +17% | +$10.8K | ﹤0.01% | 594 |
|
|
2020
Q3 | $52.2K | Sell |
1,520
-198
| -12% | -$6.8K | ﹤0.01% | 605 |
|
|
2020
Q2 | $66.4K | Sell |
1,718
-812
| -32% | -$31.4K | ﹤0.01% | 571 |
|
|
2020
Q1 | $85.2K | Sell |
2,530
-973
| -28% | -$32.8K | 0.01% | 514 |
|
|
2019
Q4 | $176K | Buy |
+3,503
| New | +$176K | 0.01% | 459 |
|