BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $26.6K | Buy |
598
+65
| +12% | +$2.89K | ﹤0.01% | 532 |
|
|
2023
Q1 | $24.2K | Hold |
533
| – | – | ﹤0.01% | 553 |
|
|
2022
Q4 | $24.3K | Hold |
533
| – | – | ﹤0.01% | 539 |
|
|
2022
Q3 | $21K | Hold |
533
| – | – | ﹤0.01% | 560 |
|
|
2022
Q2 | $22K | Sell |
533
-130
| -20% | -$5.37K | ﹤0.01% | 540 |
|
|
2022
Q1 | $33K | Hold |
663
| – | – | ﹤0.01% | 500 |
|
|
2021
Q4 | $39K | Hold |
663
| – | – | ﹤0.01% | 486 |
|
|
2021
Q3 | $34K | Sell |
663
-1,562
| -70% | -$80.1K | ﹤0.01% | 505 |
|
|
2021
Q2 | $114K | Buy |
2,225
+500
| +29% | +$25.6K | 0.01% | 355 |
|
|
2021
Q1 | $82K | Buy |
1,725
+1,342
| +350% | +$63.8K | 0.01% | 383 |
|
|
2020
Q4 | $16K | Hold |
383
| – | – | ﹤0.01% | 484 |
|
|
2020
Q3 | $13K | Sell |
383
-80
| -17% | -$2.72K | ﹤0.01% | 465 |
|
|
2020
Q2 | $18K | Hold |
463
| – | – | ﹤0.01% | 440 |
|
|
2020
Q1 | $16K | Hold |
463
| – | – | ﹤0.01% | 477 |
|
|
2019
Q4 | $23K | Hold |
463
| – | – | 0.01% | 373 |
|
|
2019
Q3 | $21K | Hold |
463
| – | – | 0.01% | 390 |
|
|
2019
Q2 | $20K | Hold |
463
| – | – | 0.01% | 388 |
|
|
2019
Q1 | $23K | Hold |
463
| – | – | 0.01% | 356 |
|
|
2018
Q4 | $22K | Hold |
463
| – | – | 0.01% | 335 |
|
|
2018
Q3 | $24K | Hold |
463
| – | – | 0.01% | 362 |
|
|
2018
Q2 | $25K | Buy |
463
+383
| +479% | +$20.7K | 0.01% | 363 |
|
|
2018
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 451 |
|
|
2017
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 382 |
|
|
2017
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 352 |
|
|
2017
Q2 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 441 |
|