Burt Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-93
| Closed | -$5K | – | 343 |
|
|
2019
Q1 | $5K | Buy |
+93
| New | +$5K | ﹤0.01% | 302 |
|
|
2018
Q1 | – | Sell |
-162
| Closed | -$9K | – | 378 |
|
|
2017
Q4 | $9K | Buy |
162
+42
| +35% | +$2.33K | 0.01% | 276 |
|
|
2017
Q3 | $6K | Sell |
120
-2,624
| -96% | -$131K | ﹤0.01% | 289 |
|
|
2017
Q2 | $139K | Buy |
2,744
+2,624
| +2,187% | +$133K | 0.1% | 95 |
|
|
2017
Q1 | $6K | Sell |
120
-2,624
| -96% | -$131K | ﹤0.01% | 284 |
|
|
2016
Q4 | $130K | Hold |
2,744
| – | – | 0.12% | 96 |
|
|
2016
Q3 | $109K | Hold |
2,744
| – | – | 0.12% | 95 |
|
|
2016
Q2 | $106K | Hold |
2,744
| – | – | 0.12% | 98 |
|
|
2016
Q1 | $101K | Hold |
2,744
| – | – | 0.09% | 105 |
|
|
2015
Q4 | $113K | Hold |
2,744
| – | – | 0.09% | 94 |
|
|
2015
Q3 | $107K | Hold |
2,744
| – | – | 0.13% | 83 |
|
|
2015
Q2 | $115K | Hold |
2,744
| – | – | 0.13% | 91 |
|
|
2015
Q1 | $111K | Hold |
2,744
| – | – | 0.11% | 84 |
|
|
2014
Q4 | $111K | Buy |
+2,744
| New | +$111K | 0.12% | 96 |
|