Apriem 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,088
| Closed | -$59K | – | 169 |
|
|
2018
Q2 | $59K | Buy |
+1,088
| New | +$59K | 0.01% | 233 |
|
|
2017
Q2 | – | Sell |
-1,442
| Closed | -$68K | – | 185 |
|
|
2017
Q1 | $68K | Sell |
1,442
-1,018
| -41% | -$48K | 0.02% | 204 |
|
|
2016
Q4 | $117K | Buy |
2,460
+1,692
| +220% | +$80.5K | 0.03% | 152 |
|
|
2016
Q3 | $31K | Sell |
768
-1,000
| -57% | -$40.4K | 0.01% | 277 |
|
|
2016
Q2 | $69K | Buy |
1,768
+1,750
| +9,722% | +$68.3K | 0.02% | 197 |
|
|
2016
Q1 | $1K | Sell |
18
-198
| -92% | -$11K | ﹤0.01% | 548 |
|
|
2015
Q4 | $9K | Buy |
+216
| New | +$9K | ﹤0.01% | 380 |
|
|
2015
Q3 | – | Sell |
-373
| Closed | -$16K | – | 517 |
|
|
2015
Q2 | $16K | Buy |
+373
| New | +$16K | 0.01% | 353 |
|
|
2014
Q3 | – | Sell |
-7,960
| Closed | -$298K | – | 532 |
|
|
2014
Q2 | $298K | Buy |
7,960
+80
| +1% | +$3K | 0.11% | 97 |
|
|
2014
Q1 | $278K | Hold |
7,880
| – | – | 0.11% | 99 |
|
|
2013
Q4 | $275K | Hold |
7,880
| – | – | 0.11% | 94 |
|
|
2013
Q3 | $238K | Hold |
7,880
| – | – | 0.1% | 95 |
|
|
2013
Q2 | $221K | Buy |
+7,880
| New | +$221K | 0.11% | 96 |
|