Douglas C. Lane & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $235K | Sell |
5,701
-1,710
| -23% | -$70.5K | 0.01% | 202 |
|
|
2015
Q3 | $290K | Sell |
7,411
-1,662
| -18% | -$65K | 0.01% | 199 |
|
|
2015
Q2 | $381K | Sell |
9,073
-2,375
| -21% | -$99.7K | 0.01% | 188 |
|
|
2015
Q1 | $461K | Buy |
11,448
+3,226
| +39% | +$130K | 0.01% | 175 |
|
|
2014
Q4 | $334K | Buy |
8,222
+2,770
| +51% | +$113K | 0.01% | 191 |
|
|
2014
Q3 | $211K | Sell |
5,452
-1,470
| -21% | -$56.9K | 0.01% | 211 |
|
|
2014
Q2 | $259K | Buy |
+6,922
| New | +$259K | 0.01% | 188 |
|