Connectus Wealth’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
Q1 | $2.83M | Buy |
48,969
+7,190
| +17% | +$415K | 0.08% | 159 |
|
|
2023
Q4 | $2.18M | Sell |
41,779
-1,165
| -3% | -$60.7K | 0.04% | 256 |
|
|
2023
Q3 | $1.83M | Sell |
42,944
-471
| -1% | -$20.1K | 0.04% | 262 |
|
|
2023
Q2 | $1.94M | Sell |
43,415
-369,500
| -89% | -$16.5M | 0.04% | 221 |
|
|
2023
Q1 | $18.8M | Buy |
412,915
+374,537
| +976% | +$17M | 0.46% | 66 |
|
|
2022
Q4 | $1.75M | Buy |
+38,378
| New | +$1.75M | 0.04% | 216 |
|
|
2022
Q3 | – | Sell |
-4,825
| Closed | -$201K | – | 501 |
|
|
2022
Q2 | $201K | Buy |
+4,825
| New | +$201K | ﹤0.01% | 412 |
|