Destiny Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-883
| Closed | -$40.2K | – | 230 |
|
|
2022
Q4 | $40.2K | Buy |
883
+183
| +26% | +$8.33K | 0.01% | 318 |
|
|
2022
Q3 | $27K | Hold |
700
| – | – | 0.01% | 327 |
|
|
2022
Q2 | $29K | Hold |
700
| – | – | 0.01% | 326 |
|
|
2022
Q1 | $35K | Hold |
700
| – | – | 0.01% | 347 |
|
|
2021
Q4 | $41K | Hold |
700
| – | – | 0.01% | 336 |
|
|
2021
Q3 | $36K | Buy |
+700
| New | +$36K | 0.01% | 332 |
|
|
2021
Q2 | – | Sell |
-700
| Closed | -$33K | – | 216 |
|
|
2021
Q1 | $33K | Hold |
700
| – | – | 0.01% | 325 |
|
|
2020
Q4 | $30K | Buy |
+700
| New | +$30K | 0.01% | 330 |
|