D. Scott Neal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-542
| Closed | -$28K | – | 185 |
|
|
2017
Q2 | $28K | Hold |
542
| – | – | 0.02% | 115 |
|
|
2017
Q1 | $26K | Hold |
542
| – | – | 0.02% | 100 |
|
|
2016
Q4 | $26K | Hold |
542
| – | – | 0.02% | 95 |
|
|
2016
Q3 | $22K | Sell |
542
-539
| -50% | -$21.9K | 0.02% | 90 |
|
|
2016
Q2 | $42K | Hold |
1,081
| – | – | 0.04% | 70 |
|
|
2016
Q1 | $40K | Hold |
1,081
| – | – | 0.04% | 62 |
|
|
2015
Q4 | $45K | Buy |
+1,081
| New | +$45K | 0.04% | 63 |
|