Davidson Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,416
| Closed | -$72K | – | 171 |
|
|
2014
Q3 | $72K | Buy |
+2,416
| New | +$72K | 0.01% | 166 |
|
|
2014
Q1 | – | Sell |
-2,416
| Closed | -$84K | – | 169 |
|
|
2013
Q4 | $84K | Hold |
2,416
| – | – | 0.01% | 131 |
|
|
2013
Q3 | $72K | Hold |
2,416
| – | – | 0.01% | 135 |
|
|
2013
Q2 | $67K | Buy |
+2,416
| New | +$67K | 0.01% | 139 |
|