Constellation Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $14M | Sell |
357,359
-1,147
| -0.3% | -$44.9K | 1.55% | 11 |
|
|
2015
Q2 | $15M | Sell |
358,506
-107
| -0% | -$4.49K | 1.27% | 11 |
|
|
2015
Q1 | $14.4M | Sell |
358,613
-1,283
| -0.4% | -$51.6K | 1.27% | 11 |
|
|
2014
Q4 | $14.6M | Buy |
359,896
+6,508
| +2% | +$264K | 1.21% | 12 |
|
|
2014
Q3 | $13.7M | Buy |
353,388
+4,069
| +1% | +$158K | 1.26% | 9 |
|
|
2014
Q2 | $13.1M | Sell |
349,319
-5,881
| -2% | -$220K | 1.47% | 10 |
|
|
2014
Q1 | $12.5M | Buy |
355,200
+13,228
| +4% | +$467K | 1.22% | 11 |
|
|
2013
Q4 | $11.9M | Buy |
341,972
+18,156
| +6% | +$634K | 1.15% | 11 |
|
|
2013
Q3 | $9.78M | Buy |
323,816
+27,003
| +9% | +$815K | 1.11% | 15 |
|
|
2013
Q2 | $8.33M | Buy |
+296,813
| New | +$8.33M | 1% | 21 |
|