Waterfront 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 | – | Sell |
|
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|
2025
Q2 | $515K | Sell |
|
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|
2025
Q1 | $480K | Sell |
|
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|
2024
Q4 | $702K | Sell |
|
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|
2024
Q3 | $704K | Sell |
|
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|
2024
Q2 | $818K | Buy |
|
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|
2024
Q1 | $779K | Sell |
|
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|
2023
Q4 | $711K | Sell |
|
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|
2023
Q3 | $568K | Buy |
|
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|
2023
Q2 | $620K | Buy |
|
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|
2023
Q1 | $483K | Buy |
|
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|
2022
Q4 | $532K | Buy |
|
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|
2022
Q3 | $442K | Buy |
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|
2022
Q2 | $417K | Buy |
|
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|
2022
Q1 | $473K | Buy |
|
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|
2021
Q4 | $327K | Sell |
|
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|
2021
Q3 | $620K | Buy |
|
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|
2021
Q2 | $612K | Buy |
|
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|
2021
Q1 | $540K | Buy |
|