Cascade Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-150
| Closed | -$7.73K | – | 195 |
|
|
2018
Q1 | $7.73K | Hold |
150
| – | – | 0.01% | 188 |
|
|
2017
Q4 | $8.08K | Hold |
150
| – | – | 0.01% | 177 |
|
|
2017
Q3 | $7.95K | Hold |
150
| – | – | 0.01% | 160 |
|
|
2017
Q2 | $7.65K | Hold |
150
| – | – | 0.01% | 161 |
|
|
2017
Q1 | $7.08K | Buy |
150
+30
| +25% | +$1.42K | 0.01% | 149 |
|
|
2016
Q4 | $5.69K | Buy |
+120
| New | +$5.69K | ﹤0.01% | 173 |
|
|
2016
Q2 | $4.66K | Buy |
+120
| New | +$4.66K | ﹤0.01% | 161 |
|