Bard Financial Services’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
Q3 | – | Sell |
-4,940
| Closed | -$296K | – | 214 |
|
|
2024
Q2 | $296K | Hold |
4,940
| – | – | 0.03% | 183 |
|
|
2024
Q1 | $285K | Hold |
4,940
| – | – | 0.03% | 192 |
|
|
2023
Q4 | $257K | Hold |
4,940
| – | – | 0.03% | 200 |
|
|
2023
Q3 | $211K | Sell |
4,940
-605
| -11% | -$25.8K | 0.03% | 207 |
|
|
2023
Q2 | $247K | Hold |
5,545
| – | – | 0.02% | 270 |
|
|
2023
Q1 | $252K | Hold |
5,545
| – | – | 0.02% | 275 |
|
|
2022
Q4 | $252K | Hold |
5,545
| – | – | 0.02% | 263 |
|
|
2022
Q3 | $214K | Hold |
5,545
| – | – | 0.02% | 265 |
|
|
2022
Q2 | $231K | Hold |
5,545
| – | – | 0.02% | 257 |
|
|
2022
Q1 | $275K | Hold |
5,545
| – | – | 0.02% | 251 |
|
|
2021
Q4 | $322K | Hold |
5,545
| – | – | 0.03% | 225 |
|
|
2021
Q3 | $287K | Hold |
5,545
| – | – | 0.03% | 229 |
|
|
2021
Q2 | $284K | Hold |
5,545
| – | – | 0.03% | 227 |
|
|
2021
Q1 | $262K | Hold |
5,545
| – | – | 0.03% | 223 |
|
|
2020
Q4 | $235K | Buy |
+5,545
| New | +$235K | 0.02% | 227 |
|