Edge Capital Group’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-21,362
| Closed | -$1.08M | – | 215 |
|
2019
Q4 | $1.08M | Sell |
21,362
-45
| -0.2% | -$2.27K | 0.1% | 119 |
|
2019
Q3 | $968K | Buy |
21,407
+4,486
| +27% | +$203K | 0.1% | 125 |
|
2019
Q2 | $747K | Buy |
16,921
+138
| +0.8% | +$6.09K | 0.07% | 146 |
|
2019
Q1 | $846K | Buy |
16,783
+1,395
| +9% | +$70.3K | 0.08% | 133 |
|
2018
Q4 | $724K | Buy |
+15,388
| New | +$724K | 0.08% | 131 |
|