TD Private Client Wealth’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 | $572K | Buy |
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|
2025
Q2 | $437K | Buy |
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|
2025
Q1 | $295K | Buy |
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|
2024
Q4 | $173K | Sell |
|
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|
2024
Q3 | $166K | Buy |
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|
2024
Q2 | $135K | Buy |
|
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|
2024
Q1 | $121K | Buy |
|
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|
2023
Q4 | $93.7K | Buy |
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|
2023
Q3 | $35.3K | Sell |
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|
2023
Q2 | $39.9K | Sell |
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|
2023
Q1 | $47.5K | Sell |
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|
2022
Q4 | $53.1K | Sell |
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|
2022
Q3 | $62.7K | Buy |
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|
2022
Q2 | $55.3K | Sell |
|
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|
2022
Q1 | $101K | Buy |
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|
2021
Q4 | $80.9K | Sell |
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|
2021
Q3 | $74.7K | Buy |
|
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|
2021
Q2 | $72.1K | Sell |
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|
2021
Q1 | $77.5K | Sell |
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|
2020
Q4 | $75.3K | Buy |
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|
2020
Q3 | $52.2K | Sell |
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|
2020
Q2 | $66.4K | Sell |
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|
2020
Q1 | $85.2K | Sell |
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|
2019
Q4 | $176K | Buy |
|