WealthShield 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 | $231K | Sell |
2,530
-3
| -0.1% | -$273 | 0.03% | 303 |
|
|
2025
Q1 | $212K | Sell |
2,533
-339
| -12% | -$28.4K | 0.03% | 308 |
|
|
2024
Q4 | $221K | Buy |
2,872
+6
| +0.2% | +$461 | 0.03% | 269 |
|
|
2024
Q3 | $206K | Buy |
+2,866
| New | +$206K | 0.03% | 292 |
|
|
2022
Q1 | – | Sell |
-5,719
| Closed | -$332K | – | 336 |
|
|
2021
Q4 | $332K | Buy |
+5,719
| New | +$332K | 0.06% | 222 |
|
|
2021
Q3 | – | Sell |
-223
| Closed | -$11K | – | 289 |
|
|
2021
Q2 | $11K | Sell |
223
-721
| -76% | -$35.6K | ﹤0.01% | 744 |
|
|
2021
Q1 | $45K | Buy |
+944
| New | +$45K | 0.01% | 474 |
|