Bank of New York Mellon’s Envela ELA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,806
| Closed | -$77.6K | – | 4160 |
|
|
2024
Q1 | $77.6K | Sell |
16,806
-656
| -4% | -$3.03K | ﹤0.01% | 4045 |
|
|
2023
Q4 | $84.9K | Hold |
17,462
| – | – | ﹤0.01% | 4107 |
|
|
2023
Q3 | $82.8K | Buy |
17,462
+2,877
| +20% | +$13.6K | ﹤0.01% | 4096 |
|
|
2023
Q2 | $107K | Buy |
+14,585
| New | +$107K | ﹤0.01% | 4068 |
|
|
2021
Q2 | – | Sell |
-11,992
| Closed | -$60K | – | 4404 |
|
|
2021
Q1 | $60K | Hold |
11,992
| – | – | ﹤0.01% | 4230 |
|
|
2020
Q4 | $62K | Sell |
11,992
-964
| -7% | -$4.98K | ﹤0.01% | 4129 |
|
|
2020
Q3 | $56K | Buy |
12,956
+516
| +4% | +$2.23K | ﹤0.01% | 4009 |
|
|
2020
Q2 | $75K | Buy |
+12,440
| New | +$75K | ﹤0.01% | 3930 |
|