Woodward Diversified Capital’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
Q3 | $817K | Sell |
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|
2025
Q2 | $691K | Buy |
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|
2025
Q1 | $408K | Buy |
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|
2024
Q4 | $353K | Sell |
|
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|
2024
Q3 | $528K | Sell |
|
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|
2024
Q2 | $453K | Buy |
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|
2024
Q1 | $419K | Buy |
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|
2023
Q4 | $363K | Sell |
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|
2023
Q3 | $304K | Buy |
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|
2023
Q2 | $285K | Sell |
|
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|
2023
Q1 | $303K | Buy |
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|
2022
Q4 | $289K | Sell |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $314K | Buy |
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|
2022
Q1 | $332K | Buy |
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|
2021
Q4 | $358K | Buy |
|