Cordasco Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $58K | Buy |
1,392
+11
| +0.8% | +$458 | 0.04% | 177 |
|
|
2022
Q1 | $69K | Buy |
1,381
+7
| +0.5% | +$350 | 0.04% | 161 |
|
|
2021
Q4 | $80K | Buy |
+1,374
| New | +$80K | 0.05% | 150 |
|
|
2017
Q2 | – | Sell |
-31
| Closed | -$1K | – | 245 |
|
|
2017
Q1 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 262 |
|
|
2014
Q4 | – | Sell |
-988
| Closed | -$38K | – | 289 |
|
|
2014
Q3 | $38K | Hold |
988
| – | – | 0.03% | 178 |
|
|
2014
Q2 | $37K | Hold |
988
| – | – | 0.03% | 179 |
|
|
2014
Q1 | $35K | Sell |
988
-1,132
| -53% | -$40.1K | 0.03% | 176 |
|
|
2013
Q4 | $74K | Buy |
+2,120
| New | +$74K | 0.05% | 127 |
|