First Personal Financial Services’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
Q3 | $10.8K | Hold |
150
| – | – | ﹤0.01% | 302 |
|
|
2024
Q2 | $8.98K | Hold |
150
| – | – | ﹤0.01% | 284 |
|
|
2024
Q1 | $8.64K | Hold |
150
| – | – | ﹤0.01% | 290 |
|
|
2023
Q4 | $7.81K | Hold |
150
| – | – | ﹤0.01% | 315 |
|
|
2023
Q3 | $6.4K | Buy |
+150
| New | +$6.4K | ﹤0.01% | 331 |
|
|
2020
Q1 | – | Sell |
-45
| Closed | -$2K | – | 322 |
|
|
2019
Q4 | $2K | Sell |
45
-892
| -95% | -$39.6K | ﹤0.01% | 355 |
|
|
2019
Q3 | $42K | Buy |
937
+45
| +5% | +$2.02K | 0.01% | 258 |
|
|
2019
Q2 | $39K | Hold |
892
| – | – | 0.01% | 311 |
|
|
2019
Q1 | $45K | Hold |
892
| – | – | 0.01% | 291 |
|
|
2018
Q4 | $42K | Buy |
892
+14
| +2% | +$659 | 0.01% | 279 |
|
|
2018
Q3 | $45K | Sell |
878
-2,377
| -73% | -$122K | 0.01% | 301 |
|
|
2018
Q2 | $176K | Sell |
3,255
-13,624
| -81% | -$737K | 0.06% | 169 |
|
|
2018
Q1 | $870K | Sell |
16,879
-2,127
| -11% | -$110K | 0.19% | 106 |
|
|
2017
Q4 | $1.02M | Buy |
19,006
+366
| +2% | +$19.7K | 0.2% | 105 |
|
|
2017
Q3 | $988K | Hold |
18,640
| – | – | 0.21% | 99 |
|
|
2017
Q2 | $951K | Hold |
18,640
| – | – | 0.21% | 102 |
|
|
2017
Q1 | $880K | Hold |
18,640
| – | – | 0.21% | 97 |
|
|
2016
Q4 | $883K | Hold |
18,640
| – | – | 0.23% | 90 |
|
|
2016
Q3 | $743K | Sell |
18,640
-120
| -0.6% | -$4.78K | 0.22% | 97 |
|
|
2016
Q2 | $729K | Buy |
18,760
+15,232
| +432% | +$592K | 0.25% | 88 |
|
|
2016
Q1 | $130K | Buy |
3,528
+758
| +27% | +$27.9K | 0.06% | 136 |
|
|
2015
Q4 | $114K | Buy |
2,770
+2,528
| +1,045% | +$104K | 0.06% | 134 |
|
|
2015
Q3 | $10K | Hold |
242
| – | – | 0.01% | 283 |
|
|
2015
Q2 | $11K | Hold |
242
| – | – | 0.01% | 273 |
|
|
2015
Q1 | $10K | Hold |
242
| – | – | 0.01% | 273 |
|
|
2014
Q4 | $9K | Buy |
+242
| New | +$9K | 0.01% | 261 |
|