Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $202K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $232K | Buy |
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|
2021
Q2 | $219K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.02M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $311K | Buy |
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|
2019
Q4 | $311K | Buy |
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|
2019
Q3 | $278K | Sell |
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|
2019
Q2 | $311K | Sell |
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|
2019
Q1 | $359K | Buy |
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|
2018
Q4 | $323K | Buy |
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|
2018
Q3 | $238K | Buy |
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|
2018
Q2 | $212K | Buy |
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