AGF Investments LLC’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-14,532
| Closed | -$687K | – | 437 |
|
2021
Q1 | $687K | Sell |
14,532
-4,215
| -22% | -$199K | 0.08% | 99 |
|
2020
Q4 | $796K | Sell |
18,747
-18,641
| -50% | -$791K | 0.09% | 144 |
|
2020
Q3 | $1.28M | Buy |
37,388
+4,788
| +15% | +$164K | 0.14% | 164 |
|
2020
Q2 | $1.26M | Buy |
+32,600
| New | +$1.26M | 0.13% | 152 |
|