Bedel Financial Consulting’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
Q2 | – | Sell |
-801
| Closed | -$40K | – | 274 |
|
|
2022
Q1 | $40K | Hold |
801
| – | – | 0.01% | 427 |
|
|
2021
Q4 | $47K | Hold |
801
| – | – | 0.01% | 403 |
|
|
2021
Q3 | $42K | Hold |
801
| – | – | 0.01% | 403 |
|
|
2021
Q2 | $41K | Hold |
801
| – | – | 0.01% | 408 |
|
|
2021
Q1 | $38K | Hold |
801
| – | – | 0.01% | 404 |
|
|
2020
Q4 | $34K | Hold |
801
| – | – | 0.02% | 365 |
|
|
2020
Q3 | $28K | Hold |
801
| – | – | 0.01% | 379 |
|
|
2020
Q2 | $31K | Hold |
801
| – | – | 0.02% | 339 |
|
|
2020
Q1 | $27K | Hold |
801
| – | – | 0.02% | 346 |
|
|
2019
Q4 | $40K | Buy |
801
+101
| +14% | +$5.04K | 0.02% | 313 |
|
|
2019
Q3 | $32K | Hold |
700
| – | – | 0.02% | 335 |
|
|
2019
Q2 | $31K | Hold |
700
| – | – | 0.02% | 341 |
|
|
2019
Q1 | $35K | Hold |
700
| – | – | 0.02% | 320 |
|
|
2018
Q4 | $33K | Buy |
700
+100
| +17% | +$4.71K | 0.02% | 297 |
|
|
2018
Q3 | $29K | Hold |
600
| – | – | 0.02% | 339 |
|
|
2018
Q2 | $32K | Hold |
600
| – | – | 0.02% | 312 |
|
|
2018
Q1 | $31K | Buy |
+600
| New | +$31K | 0.02% | 322 |
|