Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-30
| Closed | -$1.7K | – | 1564 |
|
|
2024
Q1 | $1.7K | Buy |
+30
| New | +$1.7K | ﹤0.01% | 1143 |
|
|
2020
Q2 | – | Sell |
-2
| Closed | – | – | 110 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1137 |
|
|
2019
Q4 | $0 | Sell |
2
-267
| -99% | – | ﹤0.01% | 1402 |
|
|
2019
Q3 | $12K | Buy |
269
+32
| +14% | +$1.43K | 0.01% | 564 |
|
|
2019
Q2 | $10K | Sell |
237
-560
| -70% | -$23.6K | 0.01% | 590 |
|
|
2019
Q1 | $41K | Buy |
+797
| New | +$41K | 0.03% | 354 |
|
|
2018
Q3 | $6K | Buy |
138
+39
| +39% | +$1.7K | 0.01% | 672 |
|
|
2018
Q2 | $5K | Sell |
99
-1,168
| -92% | -$59K | ﹤0.01% | 733 |
|
|
2018
Q1 | $68K | Buy |
+1,267
| New | +$68K | 0.07% | 244 |
|