Arbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-57,558
| Closed | -$2.69M | – | 57 |
|
|
2017
Q1 | $2.69M | Sell |
57,558
-1,860
| -3% | -$87K | 2.37% | 18 |
|
|
2016
Q4 | $2.74K | Sell |
59,418
-1,218
| -2% | -$56 | 2.13% | 18 |
|
|
2016
Q3 | $2.39M | Buy |
60,636
+7,596
| +14% | +$300K | 2.04% | 20 |
|
|
2016
Q2 | $2.08M | Buy |
53,040
+628
| +1% | +$24.6K | 1.96% | 20 |
|
|
2016
Q1 | $2.09M | Buy |
52,412
+1,061
| +2% | +$42.3K | 2.16% | 20 |
|
|
2015
Q4 | $1.71M | Buy |
+51,351
| New | +$1.71M | 1.87% | 19 |
|