AFS
Aft Forsyth & Sober’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32,500
| Closed | -$2.73M | – | 64 |
|
|
2025
Q1 | $2.73M | Buy |
32,500
+250
| +0.8% | +$21K | 0.95% | 32 |
|
|
2024
Q4 | $2.48M | Hold |
32,250
| – | – | 0.8% | 37 |
|
|
2024
Q3 | $2.32M | Hold |
32,250
| – | – | 0.76% | 37 |
|
|
2024
Q2 | $1.93M | Hold |
32,250
| – | – | 0.66% | 42 |
|
|
2024
Q1 | $1.86M | Hold |
32,250
| – | – | 0.65% | 49 |
|
|
2023
Q4 | $1.68M | Hold |
32,250
| – | – | 0.65% | 47 |
|
|
2023
Q3 | $1.38M | Hold |
32,250
| – | – | 0.58% | 47 |
|
|
2023
Q2 | $1.44M | Hold |
32,250
| – | – | 0.6% | 48 |
|
|
2023
Q1 | $1.47M | Hold |
32,250
| – | – | 0.74% | 40 |
|
|
2022
Q4 | $1.47M | Hold |
32,250
| – | – | 0.66% | 42 |
|
|
2022
Q3 | $1.24M | Hold |
32,250
| – | – | 0.6% | 48 |
|
|
2022
Q2 | $1.35M | Sell |
32,250
-1,600
| -5% | -$66.7K | 0.63% | 44 |
|
|
2022
Q1 | $1.68M | Buy |
+33,850
| New | +$1.68M | 0.66% | 37 |
|