Copperwynd Financial’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
Q2 | – | Sell |
-38,843
| Closed | -$1.77M | – | 141 |
|
|
2023
Q1 | $1.77M | Buy |
+38,843
| New | +$1.77M | 0.9% | 30 |
|
|
2018
Q4 | – | Sell |
-4,450
| Closed | -$227K | – | 93 |
|
|
2018
Q3 | $227K | Hold |
4,450
| – | – | 0.14% | 89 |
|
|
2018
Q2 | $240K | Hold |
4,450
| – | – | 0.17% | 84 |
|
|
2018
Q1 | $229K | Hold |
4,450
| – | – | 0.16% | 84 |
|
|
2017
Q4 | $240K | Buy |
+4,450
| New | +$240K | 0.18% | 85 |
|