Clear Perspective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $435K | Hold |
7,484
| – | – | 0.13% | 109 |
|
|
2021
Q3 | $388K | Sell |
7,484
-279
| -4% | -$14.5K | 0.13% | 106 |
|
|
2021
Q2 | $398K | Buy |
7,763
+100
| +1% | +$5.13K | 0.14% | 107 |
|
|
2021
Q1 | $362K | Buy |
7,663
+300
| +4% | +$14.2K | 0.14% | 108 |
|
|
2020
Q4 | $312K | Sell |
7,363
-905
| -11% | -$38.3K | 0.13% | 112 |
|
|
2020
Q3 | $227 | Sell |
8,268
-1,878
| -19% | -$52 | 0.11% | 125 |
|
|
2020
Q2 | $392K | Sell |
10,146
-745
| -7% | -$28.8K | 0.21% | 82 |
|
|
2020
Q1 | $367K | Sell |
10,891
-89
| -0.8% | -$3K | 0.25% | 76 |
|
|
2019
Q4 | $553K | Sell |
10,980
-100
| -0.9% | -$5.04K | 0.34% | 71 |
|
|
2019
Q3 | $501K | Sell |
11,080
-7
| -0.1% | -$317 | 0.23% | 82 |
|
|
2019
Q2 | $489K | Buy |
11,087
+174
| +2% | +$7.67K | 0.31% | 78 |
|
|
2019
Q1 | $582K | Sell |
10,913
-2,005
| -16% | -$107K | 0.41% | 68 |
|
|
2018
Q4 | $608K | Buy |
12,918
+381
| +3% | +$17.9K | 0.51% | 61 |
|
|
2018
Q3 | $639K | Buy |
12,537
+603
| +5% | +$30.7K | 0.47% | 66 |
|
|
2018
Q2 | $644K | Sell |
11,934
-21
| -0.2% | -$1.13K | 0.45% | 67 |
|
|
2018
Q1 | $616K | Sell |
11,955
-154
| -1% | -$7.94K | 0.46% | 62 |
|
|
2017
Q4 | $652K | Buy |
12,109
+217
| +2% | +$11.7K | 0.5% | 55 |
|
|
2017
Q3 | $631K | Buy |
11,892
+217
| +2% | +$11.5K | 0.52% | 51 |
|
|
2017
Q2 | $596K | Buy |
11,675
+175
| +2% | +$8.93K | 0.5% | 51 |
|
|
2017
Q1 | $543K | Sell |
11,500
-2,039
| -15% | -$96.3K | 0.36% | 60 |
|
|
2016
Q4 | $641K | Buy |
+13,539
| New | +$641K | 0.43% | 57 |
|