Angeles Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,554
| Closed | -$378K | – | 217 |
|
|
2024
Q1 | $378K | Buy |
6,554
+652
| +11% | +$37.6K | 0.02% | 144 |
|
|
2023
Q4 | $307K | Sell |
5,902
-29
| -0.5% | -$1.51K | 0.02% | 148 |
|
|
2023
Q3 | $253K | Sell |
5,931
-959
| -14% | -$40.9K | 0.02% | 151 |
|
|
2023
Q2 | $307K | Buy |
6,890
+1,943
| +39% | +$86.5K | 0.03% | 113 |
|
|
2023
Q1 | $225K | Buy |
+4,947
| New | +$225K | 0.02% | 141 |
|