First Capital Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $132K | Buy |
+2,955
| New | +$132K | 0.07% | 185 |
|
|
2018
Q4 | $265K | Sell |
5,621
-41
| -0.7% | -$1.93K | 0.2% | 106 |
|
|
2018
Q3 | $289K | Buy |
5,662
+351
| +7% | +$17.9K | 0.18% | 116 |
|
|
2018
Q2 | $286K | Sell |
5,311
-46
| -0.9% | -$2.48K | 0.19% | 119 |
|
|
2018
Q1 | $276K | Sell |
5,357
-2,367
| -31% | -$122K | 0.16% | 125 |
|
|
2017
Q4 | $416K | Sell |
7,724
-319
| -4% | -$17.2K | 0.26% | 98 |
|
|
2017
Q3 | $426K | Sell |
8,043
-3,892
| -33% | -$206K | 0.29% | 90 |
|
|
2017
Q2 | $609K | Sell |
11,935
-1,323
| -10% | -$67.5K | 0.42% | 78 |
|
|
2017
Q1 | $626K | Buy |
13,258
+929
| +8% | +$43.9K | 0.47% | 74 |
|
|
2016
Q4 | $584K | Buy |
+12,329
| New | +$584K | 0.54% | 57 |
|