Baron Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-208
| Closed | -$8.68K | – | 70 |
|
|
2022
Q2 | $8.68K | Hold |
208
| – | – | 0.01% | 157 |
|
|
2022
Q1 | $10.3K | Hold |
208
| – | – | 0.01% | 161 |
|
|
2021
Q4 | $12.1K | Hold |
208
| – | – | 0.01% | 161 |
|
|
2021
Q3 | $10.8K | Sell |
208
-50
| -19% | -$2.59K | 0.01% | 165 |
|
|
2021
Q2 | $13.2K | Hold |
258
| – | – | 0.01% | 161 |
|
|
2021
Q1 | $12.2K | Hold |
258
| – | – | 0.01% | 163 |
|
|
2020
Q4 | $11K | Hold |
258
| – | – | 0.01% | 167 |
|
|
2020
Q3 | $8.86K | Buy |
+258
| New | +$8.86K | 0.01% | 182 |
|