Wealthcare Advisory Partners’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 | – | Sell |
-2,680
| Closed | -$225K | – | 976 |
|
|
2025
Q1 | $225K | Buy |
2,680
+38
| +1% | +$3.19K | 0.01% | 840 |
|
|
2024
Q4 | $203K | Buy |
+2,642
| New | +$203K | 0.01% | 859 |
|
|
2021
Q2 | – | Sell |
-388
| Closed | -$18K | – | 692 |
|
|
2021
Q1 | $18K | Buy |
+388
| New | +$18K | ﹤0.01% | 1229 |
|
|
2020
Q2 | – | Sell |
-690
| Closed | -$23K | – | 420 |
|
|
2020
Q1 | $23K | Sell |
690
-37
| -5% | -$1.23K | ﹤0.01% | 692 |
|
|
2019
Q4 | $37K | Buy |
727
+200
| +38% | +$10.2K | ﹤0.01% | 615 |
|
|
2019
Q3 | $24K | Sell |
527
-57
| -10% | -$2.6K | ﹤0.01% | 698 |
|
|
2019
Q2 | $26K | Buy |
584
+57
| +11% | +$2.54K | ﹤0.01% | 660 |
|
|
2019
Q1 | $27K | Hold |
527
| – | – | ﹤0.01% | 585 |
|
|
2018
Q4 | $25K | Hold |
527
| – | – | ﹤0.01% | 582 |
|
|
2018
Q3 | $27K | Buy |
527
+188
| +55% | +$9.63K | 0.01% | 597 |
|
|
2018
Q2 | $18K | Buy |
339
+292
| +621% | +$15.5K | ﹤0.01% | 695 |
|
|
2018
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 947 |
|
|
2017
Q4 | $3K | Buy |
47
+37
| +370% | +$2.36K | ﹤0.01% | 859 |
|
|
2017
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 799 |
|