Valued Wealth Advisors’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 | $22.6K | Sell |
248
-11
| -4% | -$1K | 0.01% | 136 |
|
|
2025
Q1 | $21.7K | Buy |
259
+53
| +26% | +$4.44K | 0.01% | 148 |
|
|
2024
Q4 | $15.8K | Sell |
206
-39
| -16% | -$3K | 0.01% | 176 |
|
|
2024
Q3 | $17.6K | Buy |
245
+114
| +87% | +$8.19K | 0.01% | 161 |
|
|
2024
Q2 | $7.85K | Buy |
131
+72
| +122% | +$4.31K | 0.01% | 227 |
|
|
2024
Q1 | $3.4K | Buy |
59
+31
| +111% | +$1.79K | ﹤0.01% | 286 |
|
|
2023
Q4 | $1.2K | Buy |
+28
| New | +$1.2K | ﹤0.01% | 368 |
|