Evolution Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-160
| Closed | -$8K | – | 211 |
|
|
2021
Q3 | $8K | Hold |
160
| – | – | ﹤0.01% | 421 |
|
|
2021
Q2 | $8K | Hold |
160
| – | – | ﹤0.01% | 436 |
|
|
2021
Q1 | $8K | Hold |
160
| – | – | ﹤0.01% | 443 |
|
|
2020
Q4 | $7K | Hold |
160
| – | – | ﹤0.01% | 391 |
|
|
2020
Q3 | $5K | Hold |
160
| – | – | ﹤0.01% | 434 |
|
|
2020
Q2 | $6K | Buy |
+160
| New | +$6K | ﹤0.01% | 336 |
|
|
2020
Q1 | – | Sell |
-61
| Closed | -$3K | – | 349 |
|
|
2019
Q4 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 485 |
|