Westside Investment Management’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 | $26.2K | Buy |
288
+127
| +79% | +$11.5K | ﹤0.01% | 597 |
|
|
2025
Q1 | $13.5K | Hold |
161
| – | – | ﹤0.01% | 639 |
|
|
2024
Q4 | $12.4K | Hold |
161
| – | – | ﹤0.01% | 650 |
|
|
2024
Q3 | $11.6K | Sell |
161
-66
| -29% | -$4.74K | ﹤0.01% | 656 |
|
|
2024
Q2 | $13.6K | Hold |
227
| – | – | ﹤0.01% | 610 |
|
|
2024
Q1 | $13.1K | Hold |
227
| – | – | ﹤0.01% | 587 |
|
|
2023
Q4 | $11.8K | Hold |
227
| – | – | ﹤0.01% | 565 |
|
|
2023
Q3 | $9.68K | Hold |
227
| – | – | ﹤0.01% | 585 |
|
|
2023
Q2 | $10.1K | Hold |
227
| – | – | ﹤0.01% | 587 |
|
|
2023
Q1 | $10.3K | Hold |
227
| – | – | ﹤0.01% | 582 |
|
|
2022
Q4 | $10 | Hold |
227
| – | – | ﹤0.01% | 598 |
|
|
2022
Q3 | $8 | Hold |
227
| – | – | ﹤0.01% | 624 |
|
|
2022
Q2 | $9 | Hold |
227
| – | – | ﹤0.01% | 606 |
|
|
2022
Q1 | $11 | Hold |
227
| – | – | ﹤0.01% | 602 |
|
|
2021
Q4 | $13 | Hold |
227
| – | – | ﹤0.01% | 555 |
|
|
2021
Q3 | $11 | Buy |
227
+66
| +41% | +$3 | ﹤0.01% | 562 |
|
|
2021
Q2 | $8 | Buy |
+161
| New | +$8 | ﹤0.01% | 594 |
|
|
2018
Q4 | – | Sell |
-740
| Closed | -$38.4K | – | 702 |
|
|
2018
Q3 | $38.4K | Hold |
740
| – | – | 0.01% | 280 |
|
|
2018
Q2 | $40K | Sell |
740
-12
| -2% | -$649 | 0.01% | 315 |
|
|
2018
Q1 | $37.7K | Buy |
752
+48
| +7% | +$2.41K | 0.02% | 302 |
|
|
2017
Q4 | $38.8K | Sell |
704
-32
| -4% | -$1.76K | 0.02% | 306 |
|
|
2017
Q3 | $40K | Buy |
736
+54
| +8% | +$2.93K | 0.02% | 289 |
|
|
2017
Q2 | $35.4K | Buy |
682
+9
| +1% | +$467 | 0.02% | 297 |
|
|
2017
Q1 | $31.6K | Hold |
673
| – | – | 0.02% | 294 |
|
|
2016
Q4 | $32.3K | Buy |
+673
| New | +$32.3K | 0.02% | 224 |
|