Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $250K | Buy |
4,827
+1,697
| +54% | +$87.9K | 0.04% | 229 |
|
|
2021
Q2 | $160K | Buy |
3,130
+236
| +8% | +$12.1K | 0.03% | 275 |
|
|
2021
Q1 | $136K | Buy |
2,894
+822
| +40% | +$38.6K | 0.03% | 245 |
|
|
2020
Q4 | $87K | Buy |
2,072
+859
| +71% | +$36.1K | 0.02% | 278 |
|
|
2020
Q3 | $41K | Sell |
1,213
-84
| -6% | -$2.84K | 0.01% | 396 |
|
|
2020
Q2 | $50K | Buy |
1,297
+318
| +32% | +$12.3K | 0.01% | 323 |
|
|
2020
Q1 | $32K | Buy |
979
+362
| +59% | +$11.8K | 0.01% | 375 |
|
|
2019
Q4 | $31K | Hold |
617
| – | – | 0.01% | 419 |
|
|
2019
Q3 | $27K | Sell |
617
-287
| -32% | -$12.6K | 0.01% | 423 |
|
|
2019
Q2 | $39K | Sell |
904
-6
| -0.7% | -$259 | 0.01% | 351 |
|
|
2019
Q1 | $45K | Buy |
910
+195
| +27% | +$9.64K | 0.02% | 287 |
|
|
2018
Q4 | $33K | Buy |
+715
| New | +$33K | 0.01% | 296 |
|