BerganKDV Wealth Management’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 | $980 | Sell |
22
-201
| -90% | -$8.95K | ﹤0.01% | 758 |
|
|
2023
Q1 | $10.1K | Buy |
223
+184
| +472% | +$8.36K | ﹤0.01% | 606 |
|
|
2022
Q4 | $1.78K | Buy |
39
+17
| +77% | +$774 | ﹤0.01% | 817 |
|
|
2022
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 860 |
|
|
2022
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 877 |
|
|
2022
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 902 |
|
|
2021
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 962 |
|
|
2021
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 941 |
|
|
2021
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 883 |
|
|
2021
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 834 |
|
|
2020
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 830 |
|
|
2020
Q3 | $1K | Sell |
22
-237
| -92% | -$10.8K | ﹤0.01% | 764 |
|
|
2020
Q2 | $10K | Buy |
259
+237
| +1,077% | +$9.15K | ﹤0.01% | 540 |
|
|
2020
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 794 |
|
|
2019
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 827 |
|