Destination Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-675
| Closed | -$30K | – | 182 |
|
|
2019
Q2 | $30K | Sell |
675
-40
| -6% | -$1.78K | ﹤0.01% | 339 |
|
|
2019
Q1 | $36K | Sell |
715
-52
| -7% | -$2.62K | ﹤0.01% | 310 |
|
|
2018
Q4 | $36K | Buy |
767
+675
| +734% | +$31.7K | ﹤0.01% | 297 |
|
|
2018
Q3 | $5K | Sell |
92
-1,247
| -93% | -$67.8K | ﹤0.01% | 512 |
|
|
2018
Q2 | $72K | Buy |
1,339
+1,212
| +954% | +$65.2K | ﹤0.01% | 223 |
|
|
2018
Q1 | $7K | Buy |
+127
| New | +$7K | ﹤0.01% | 423 |
|