DPA
Delphi Private Advisors’s Bank of New York Mellon BK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-65
| Closed | -$3K | – | 122 |
|
2016
Q4 | $3K | Hold |
65
| – | – | 0.01% | 157 |
|
2016
Q3 | $3K | Sell |
65
-14
| -18% | -$646 | 0.01% | 209 |
|
2016
Q2 | $3K | Hold |
79
| – | – | 0.01% | 210 |
|
2016
Q1 | $3K | Sell |
79
-69
| -47% | -$2.62K | 0.01% | 204 |
|
2015
Q4 | $6K | Buy |
+148
| New | +$6K | 0.01% | 187 |
|