Disciplined Investments’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
Q3 | – | Sell |
-54
| Closed | -$2.4K | – | 271 |
|
|
2023
Q2 | $2.4K | Sell |
54
-12
| -18% | -$534 | ﹤0.01% | 593 |
|
|
2023
Q1 | $3K | Buy |
66
+9
| +16% | +$409 | ﹤0.01% | 523 |
|
|
2022
Q4 | $2.6K | Buy |
57
+14
| +33% | +$637 | ﹤0.01% | 533 |
|
|
2022
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 581 |
|
|
2022
Q2 | $2K | Sell |
43
-71
| -62% | -$3.3K | ﹤0.01% | 607 |
|
|
2022
Q1 | $6K | Buy |
+114
| New | +$6K | ﹤0.01% | 424 |
|