Bruderman Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-754
| Closed | -$38K | – | 159 |
|
|
2019
Q1 | $38K | Hold |
754
| – | – | 0.01% | 300 |
|
|
2018
Q4 | $35K | Buy |
+754
| New | +$35K | 0.01% | 284 |
|
|
2016
Q2 | – | Sell |
-235
| Closed | -$9K | – | 374 |
|
|
2016
Q1 | $9K | Sell |
235
-135
| -36% | -$5.17K | ﹤0.01% | 326 |
|
|
2015
Q4 | $15K | Hold |
370
| – | – | 0.01% | 302 |
|
|
2015
Q3 | $14K | Hold |
370
| – | – | 0.01% | 310 |
|
|
2015
Q2 | $16K | Buy |
370
+135
| +57% | +$5.84K | 0.01% | 309 |
|
|
2015
Q1 | $9K | Buy |
+235
| New | +$9K | ﹤0.01% | 347 |
|