Trilogy Capital’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 | $3.25M | Sell |
35,699
-559
| -2% | -$50.9K | 0.16% | 95 |
|
2025
Q1 | $3.04M | Sell |
36,258
-3,747
| -9% | -$314K | 0.16% | 90 |
|
2024
Q4 | $3.07M | Sell |
40,005
-5,928
| -13% | -$455K | 0.16% | 97 |
|
2024
Q3 | $3.3M | Sell |
45,933
-204
| -0.4% | -$14.7K | 0.17% | 95 |
|
2024
Q2 | $2.76M | Buy |
+46,137
| New | +$2.76M | 0.15% | 110 |
|