Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-399
| Closed | -$23K | – | 117 |
|
|
2024
Q1 | $23K | Buy |
+399
| New | +$23K | ﹤0.01% | 182 |
|
|
2023
Q4 | – | Sell |
-395
| Closed | -$16.8K | – | 471 |
|
|
2023
Q3 | $16.8K | Buy |
395
+2
| +0.5% | +$85 | ﹤0.01% | 193 |
|
|
2023
Q2 | $17.5K | Buy |
393
+3
| +0.8% | +$133 | ﹤0.01% | 184 |
|
|
2023
Q1 | $17.7K | Buy |
+390
| New | +$17.7K | ﹤0.01% | 191 |
|