WFA of San Diego’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
Q2 | $796K | Buy |
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|
2024
Q3 | $692K | Sell |
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|
2024
Q2 | $591K | Buy |
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|
2023
Q3 | $436K | Sell |
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|
2023
Q2 | $487K | Sell |
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|
2023
Q1 | $557K | Sell |
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|
2022
Q4 | $626K | Sell |
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|
2022
Q3 | $537K | Sell |
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|
2022
Q2 | $586K | Sell |
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|
2022
Q1 | $723K | Sell |
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|
2021
Q4 | $863K | Sell |
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|
2021
Q3 | $781K | Sell |
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|
2021
Q2 | $797K | Sell |
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|
2021
Q1 | $757K | Sell |
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|
2020
Q4 | $42 | Sell |
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|
2020
Q3 | $647K | Sell |
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|
2020
Q2 | $907K | Buy |
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