Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-337
| Closed | -$14.4K | – | 269 |
|
|
2023
Q3 | $14.4K | Hold |
337
| – | – | ﹤0.01% | 271 |
|
|
2023
Q2 | $15K | Hold |
337
| – | – | ﹤0.01% | 245 |
|
|
2023
Q1 | $15.3K | Buy |
+337
| New | +$15.3K | ﹤0.01% | 262 |
|
|
2022
Q3 | – | Sell |
-34
| Closed | -$1K | – | 218 |
|
|
2022
Q2 | $1K | Sell |
34
-261
| -88% | -$7.68K | ﹤0.01% | 224 |
|
|
2022
Q1 | $15K | Buy |
+295
| New | +$15K | ﹤0.01% | 237 |
|
|
2018
Q4 | – | Sell |
-206
| Closed | -$11K | – | 739 |
|
|
2018
Q3 | $11K | Hold |
206
| – | – | 0.01% | 548 |
|
|
2018
Q2 | $11K | Hold |
206
| – | – | 0.01% | 523 |
|
|
2018
Q1 | $10K | Hold |
206
| – | – | 0.01% | 505 |
|
|
2017
Q4 | $11K | Buy |
+206
| New | +$11K | 0.01% | 456 |
|