BSWA
Bromfield Sneider Wealth Advisors’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $38.4K | Hold |
666
| – | – | 0.02% | 82 |
|
|
2023
Q4 | $34.7K | Hold |
666
| – | – | 0.02% | 83 |
|
|
2023
Q3 | $28.4K | Hold |
666
| – | – | 0.02% | 86 |
|
|
2023
Q2 | $29.7K | Hold |
666
| – | – | 0.02% | 84 |
|
|
2023
Q1 | $30.3K | Hold |
666
| – | – | 0.03% | 81 |
|
|
2022
Q4 | $30.3K | Hold |
666
| – | – | 0.03% | 77 |
|
|
2022
Q3 | $26K | Hold |
666
| – | – | 0.03% | 74 |
|
|
2022
Q2 | $28K | Hold |
666
| – | – | 0.03% | 75 |
|
|
2022
Q1 | $33K | Buy |
+666
| New | +$33K | 0.03% | 82 |
|