Berman Capital Advisors’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $250K | Buy |
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|
2021
Q2 | $160K | Buy |
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|
2021
Q1 | $136K | Buy |
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|
2020
Q4 | $87K | Buy |
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|
2020
Q3 | $41K | Sell |
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|
2020
Q2 | $50K | Buy |
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|
2020
Q1 | $32K | Buy |
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|
2019
Q4 | $31K | Hold |
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|
2019
Q3 | $27K | Sell |
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|
2019
Q2 | $39K | Sell |
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|
2019
Q1 | $45K | Buy |
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|
2018
Q4 | $33K | Buy |
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