Catamount Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-595
| Closed | -$30K | – | 202 |
|
|
2018
Q3 | $30K | Hold |
595
| – | – | 0.01% | 103 |
|
|
2018
Q2 | $30K | Hold |
595
| – | – | 0.01% | 97 |
|
|
2018
Q1 | $31K | Hold |
595
| – | – | 0.02% | 96 |
|
|
2017
Q4 | $32K | Hold |
595
| – | – | 0.02% | 99 |
|
|
2017
Q3 | $32K | Hold |
595
| – | – | 0.02% | 96 |
|
|
2017
Q2 | $30K | Hold |
595
| – | – | 0.02% | 104 |
|
|
2017
Q1 | $28K | Hold |
595
| – | – | 0.02% | 103 |
|
|
2016
Q4 | $28K | Hold |
595
| – | – | 0.02% | 89 |
|
|
2016
Q3 | $24K | Hold |
595
| – | – | 0.02% | 90 |
|
|
2016
Q2 | $23K | Hold |
595
| – | – | 0.03% | 68 |
|
|
2016
Q1 | $22K | Hold |
595
| – | – | 0.03% | 70 |
|
|
2015
Q4 | $25K | Hold |
595
| – | – | 0.02% | 65 |
|
|
2015
Q3 | $23K | Hold |
595
| – | – | 0.02% | 68 |
|
|
2015
Q2 | $25K | Hold |
595
| – | – | 0.02% | 81 |
|
|
2015
Q1 | $24K | Hold |
595
| – | – | 0.02% | 72 |
|
|
2014
Q4 | $24K | Buy |
+595
| New | +$24K | 0.02% | 64 |
|