180 Wealth Advisors’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
2019
Q2
Sell
-8,070
Closed -$388K 249
2019
Q1
$388K Buy
8,070
+342
+4% +$16.4K 0.18% 145
2018
Q4
$394K Hold
7,728
0.18% 156
2018
Q3
$394K Buy
7,728
+1,829
+31% +$93.2K 0.18% 156
2018
Q2
$318K Buy
+5,899
New +$318K 0.16% 175