AM Squared’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-700
| Closed | -$29.9K | – | 29 |
|
|
2023
Q3 | $29.9K | Sell |
700
-500
| -42% | -$21.3K | 0.05% | 57 |
|
|
2023
Q2 | $53.4K | Sell |
1,200
-200
| -14% | -$8.9K | 0.06% | 86 |
|
|
2023
Q1 | $63.6K | Buy |
1,400
+100
| +8% | +$4.54K | 0.05% | 117 |
|
|
2022
Q4 | $59.2K | Buy |
+1,300
| New | +$59.2K | 0.04% | 119 |
|