ACG Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2
| Closed | – | – | 312 |
|
|
2022
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 921 |
|
|
2019
Q1 | – | Sell |
-4,721
| Closed | -$222K | – | 339 |
|
|
2018
Q4 | $222K | Sell |
4,721
-139
| -3% | -$6.54K | 0.03% | 278 |
|
|
2018
Q3 | $248K | Buy |
4,860
+214
| +5% | +$10.9K | 0.03% | 275 |
|
|
2018
Q2 | $251K | Buy |
4,646
+640
| +16% | +$34.6K | 0.04% | 245 |
|
|
2018
Q1 | $206K | Buy |
+4,006
| New | +$206K | 0.03% | 285 |
|