CSat Investment Advisory’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
Q1 | $22K | Buy |
468
+25
| +6% | +$1.18K | 0.02% | 361 |
|
|
2020
Q4 | $19K | Sell |
443
-2,443
| -85% | -$105K | 0.02% | 342 |
|
|
2020
Q3 | $99K | Buy |
2,886
+333
| +13% | +$11.4K | 0.01% | 463 |
|
|
2020
Q2 | $99K | Sell |
2,553
-153
| -6% | -$5.93K | 0.01% | 472 |
|
|
2020
Q1 | $91K | Buy |
2,706
+316
| +13% | +$10.6K | 0.02% | 361 |
|
|
2019
Q4 | $120K | Buy |
2,390
+343
| +17% | +$17.2K | 0.03% | 322 |
|
|
2019
Q3 | $92K | Buy |
2,047
+216
| +12% | +$9.71K | 0.03% | 334 |
|
|
2019
Q2 | $81K | Buy |
1,831
+1,707
| +1,377% | +$75.5K | 0.03% | 335 |
|
|
2019
Q1 | $6K | Buy |
124
+6
| +5% | +$290 | ﹤0.01% | 481 |
|
|
2018
Q4 | $6K | Buy |
118
+37
| +46% | +$1.88K | ﹤0.01% | 466 |
|
|
2018
Q3 | $4K | Sell |
81
-17,093
| -100% | -$844K | ﹤0.01% | 477 |
|
|
2018
Q2 | $926K | Buy |
+17,174
| New | +$926K | 0.49% | 49 |
|