Wealth Alliance’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 | $298K | Buy |
3,265
+423
| +15% | +$38.5K | 0.03% | 412 |
|
|
2025
Q1 | $238K | Buy |
+2,842
| New | +$238K | 0.03% | 454 |
|
|
2020
Q4 | – | Sell |
-9,738
| Closed | -$334K | – | 379 |
|
|
2020
Q3 | $334K | Buy |
9,738
+1,282
| +15% | +$44K | 0.12% | 210 |
|
|
2020
Q2 | $327K | Buy |
+8,456
| New | +$327K | 0.13% | 200 |
|