Cedar Mountain 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-165
| Closed | -$11.9K | – | 377 |
|
|
2024
Q3 | $11.9K | Sell |
165
-70
| -30% | -$5.03K | ﹤0.01% | 189 |
|
|
2024
Q2 | $14.1K | Sell |
235
-72
| -23% | -$4.31K | ﹤0.01% | 167 |
|
|
2024
Q1 | $17.7K | Sell |
307
-82
| -21% | -$4.73K | ﹤0.01% | 146 |
|
|
2023
Q4 | $20.2K | Hold |
389
| – | – | 0.01% | 128 |
|
|
2023
Q3 | $16.6K | Hold |
389
| – | – | ﹤0.01% | 130 |
|
|
2023
Q2 | $17.3K | Buy |
389
+34
| +10% | +$1.51K | ﹤0.01% | 126 |
|
|
2023
Q1 | $16.1K | Buy |
355
+41
| +13% | +$1.86K | ﹤0.01% | 126 |
|
|
2022
Q4 | $14.3K | Hold |
314
| – | – | ﹤0.01% | 130 |
|
|
2022
Q3 | $12K | Hold |
314
| – | – | ﹤0.01% | 139 |
|
|
2022
Q2 | $13K | Hold |
314
| – | – | ﹤0.01% | 138 |
|
|
2022
Q1 | $16K | Hold |
314
| – | – | ﹤0.01% | 137 |
|
|
2021
Q4 | $18K | Hold |
314
| – | – | 0.01% | 136 |
|
|
2021
Q3 | $16K | Sell |
314
-15
| -5% | -$764 | 0.01% | 133 |
|
|
2021
Q2 | $17K | Hold |
329
| – | – | 0.01% | 124 |
|
|
2021
Q1 | $16K | Hold |
329
| – | – | 0.01% | 139 |
|
|
2020
Q4 | $14K | Hold |
329
| – | – | 0.01% | 147 |
|
|
2020
Q3 | $11K | Buy |
329
+1
| +0.3% | +$33 | ﹤0.01% | 148 |
|
|
2020
Q2 | $13K | Buy |
328
+61
| +23% | +$2.42K | 0.01% | 124 |
|
|
2020
Q1 | $9K | Hold |
267
| – | – | ﹤0.01% | 125 |
|
|
2019
Q4 | $13K | Buy |
+267
| New | +$13K | 0.01% | 126 |
|