FormulaFolio Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-12,185
| Closed | -$517K | – | 494 |
|
|
2020
Q4 | $517K | Buy |
+12,185
| New | +$517K | 0.01% | 432 |
|
|
2017
Q2 | – | Sell |
-12,825
| Closed | -$606K | – | 217 |
|
|
2017
Q1 | $606K | Buy |
+12,825
| New | +$606K | 0.07% | 98 |
|
|
2016
Q1 | – | Sell |
-5,393
| Closed | -$222K | – | 131 |
|
|
2015
Q4 | $222K | Hold |
5,393
| – | – | 0.06% | 102 |
|
|
2015
Q3 | $211K | Sell |
5,393
-308
| -5% | -$12.1K | 0.07% | 76 |
|
|
2015
Q2 | $239K | Buy |
+5,701
| New | +$239K | 0.07% | 99 |
|