Twin City Private 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 | $738K | Sell |
8,106
-43
| -0.5% | -$3.92K | 0.6% | 66 |
|
|
2025
Q1 | $683K | Sell |
8,149
-210
| -3% | -$17.6K | 0.6% | 67 |
|
|
2024
Q4 | $642K | Buy |
8,359
+1,194
| +17% | +$91.7K | 0.57% | 66 |
|
|
2024
Q3 | $515K | Sell |
7,165
-1,361
| -16% | -$97.8K | 0.45% | 69 |
|
|
2024
Q2 | $511K | Buy |
8,526
+865
| +11% | +$51.8K | 0.48% | 68 |
|
|
2024
Q1 | $441K | Buy |
+7,661
| New | +$441K | 0.43% | 71 |
|