Bank of New York Mellon’s SWS GROUP INC SWS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-149,637
| Closed | -$1.03M | – | 4310 |
|
2014
Q4 | $1.03M | Sell |
149,637
-35,893
| -19% | -$248K | ﹤0.01% | 3286 |
|
2014
Q3 | $1.28M | Sell |
185,530
-26,072
| -12% | -$180K | ﹤0.01% | 3150 |
|
2014
Q2 | $1.54M | Sell |
211,602
-1,290
| -0.6% | -$9.39K | ﹤0.01% | 3060 |
|
2014
Q1 | $1.59M | Sell |
212,892
-19,746
| -8% | -$148K | ﹤0.01% | 3028 |
|
2013
Q4 | $1.41M | Buy |
232,638
+6,651
| +3% | +$40.4K | ﹤0.01% | 3090 |
|
2013
Q3 | $1.26M | Sell |
225,987
-1,502
| -0.7% | -$8.38K | ﹤0.01% | 3104 |
|
2013
Q2 | $1.24M | Buy |
+227,489
| New | +$1.24M | ﹤0.01% | 3061 |
|