Executive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-62,860
| Closed | -$3.12M | – | 185 |
|
|
2022
Q1 | $3.12M | Buy |
+62,860
| New | +$3.12M | 0.34% | 73 |
|
|
2019
Q3 | – | Sell |
-12
| Closed | -$1K | – | 199 |
|
|
2019
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 824 |
|
|
2019
Q1 | $1K | Sell |
12
-58
| -83% | -$4.83K | ﹤0.01% | 772 |
|
|
2018
Q4 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 718 |
|