True Wealth Design’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 | $12.3K | Buy |
135
+30
| +29% | +$2.73K | ﹤0.01% | 504 |
|
|
2025
Q1 | $8.81K | Buy |
105
+100
| +2,000% | +$8.39K | ﹤0.01% | 511 |
|
|
2024
Q4 | $385 | Buy |
+5
| New | +$385 | ﹤0.01% | 1133 |
|
|
2023
Q2 | – | Sell |
-161
| Closed | -$7.32K | – | 795 |
|
|
2023
Q1 | $7.32K | Buy |
+161
| New | +$7.32K | ﹤0.01% | 260 |
|