Advisory Research’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-4,196
| Closed | -$148K | – | 368 |
|
|
2014
Q1 | $148K | Buy |
+4,196
| New | +$148K | ﹤0.01% | 323 |
|
|
2013
Q4 | – | Sell |
-8,574
| Closed | -$259K | – | 314 |
|
|
2013
Q3 | $259K | Buy |
8,574
+748
| +10% | +$22.6K | ﹤0.01% | 288 |
|
|
2013
Q2 | $220K | Buy |
+7,826
| New | +$220K | ﹤0.01% | 286 |
|