Altium Wealth Management’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
Q2 | $488K | Sell |
11,705
-652
| -5% | -$27.2K | 0.04% | 246 |
|
|
2022
Q1 | $613K | Sell |
12,357
-68
| -0.5% | -$3.37K | 0.04% | 229 |
|
|
2021
Q4 | $722K | Buy |
12,425
+392
| +3% | +$22.8K | 0.05% | 195 |
|
|
2021
Q3 | $624K | Sell |
12,033
-101
| -0.8% | -$5.24K | 0.04% | 198 |
|
|
2021
Q2 | $622K | Buy |
12,134
+633
| +6% | +$32.4K | 0.05% | 194 |
|
|
2021
Q1 | $544K | Sell |
11,501
-104
| -0.9% | -$4.92K | 0.04% | 199 |
|
|
2020
Q4 | $493K | Buy |
11,605
+1,478
| +15% | +$62.8K | 0.04% | 197 |
|
|
2020
Q3 | $348K | Sell |
10,127
-184
| -2% | -$6.32K | 0.04% | 245 |
|
|
2020
Q2 | $399K | Buy |
10,311
+1,348
| +15% | +$52.2K | 0.04% | 222 |
|
|
2020
Q1 | $302K | Buy |
8,963
+1,153
| +15% | +$38.8K | 0.04% | 210 |
|
|
2019
Q4 | $393K | Sell |
7,810
-67
| -0.9% | -$3.37K | 0.05% | 191 |
|
|
2019
Q3 | $356K | Sell |
7,877
-423
| -5% | -$19.1K | 0.05% | 196 |
|
|
2019
Q2 | $366K | Sell |
8,300
-502
| -6% | -$22.1K | 0.05% | 194 |
|
|
2019
Q1 | $444K | Sell |
8,802
-359
| -4% | -$18.1K | 0.07% | 173 |
|
|
2018
Q4 | $431K | Buy |
9,161
+1,077
| +13% | +$50.7K | 0.08% | 161 |
|
|
2018
Q3 | $412K | Sell |
8,084
-494
| -6% | -$25.2K | 0.08% | 176 |
|
|
2018
Q2 | $463K | Buy |
8,578
+1,866
| +28% | +$101K | 0.12% | 125 |
|
|
2018
Q1 | $346K | Buy |
6,712
+548
| +9% | +$28.2K | 0.14% | 110 |
|
|
2017
Q4 | $332K | Buy |
+6,164
| New | +$332K | 0.15% | 108 |
|