Clear Perspective Advisors’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $435K | Hold |
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|
2021
Q3 | $388K | Sell |
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|
2021
Q2 | $398K | Buy |
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|
2021
Q1 | $362K | Buy |
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|
2020
Q4 | $312K | Sell |
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|
2020
Q3 | $227 | Sell |
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|
2020
Q2 | $392K | Sell |
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|
2020
Q1 | $367K | Sell |
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|
2019
Q4 | $553K | Sell |
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|
2019
Q3 | $501K | Sell |
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|
2019
Q2 | $489K | Buy |
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|
2019
Q1 | $582K | Sell |
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|
2018
Q4 | $608K | Buy |
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|
2018
Q3 | $639K | Buy |
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|
2018
Q2 | $644K | Sell |
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|
2018
Q1 | $616K | Sell |
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|
2017
Q4 | $652K | Buy |
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|
2017
Q3 | $631K | Buy |
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|
2017
Q2 | $596K | Buy |
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|
2017
Q1 | $543K | Sell |
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|
2016
Q4 | $641K | Buy |
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