Founders Capital Management (Texas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-29,265
| Closed | -$1.29M | – | 321 |
|
|
2019
Q2 | $1.29M | Hold |
29,265
| – | – | 1.14% | 26 |
|
|
2019
Q1 | $1.48M | Hold |
29,265
| – | – | 1.38% | 22 |
|
|
2018
Q4 | $1.38M | Sell |
29,265
-280
| -0.9% | -$13.2K | 1.47% | 22 |
|
|
2018
Q3 | $1.51M | Buy |
29,545
+80
| +0.3% | +$4.08K | 1.24% | 28 |
|
|
2018
Q2 | $1.59M | Buy |
29,465
+230
| +0.8% | +$12.4K | 1.39% | 26 |
|
|
2018
Q1 | $1.51M | Hold |
29,235
| – | – | 1.27% | 31 |
|
|
2017
Q4 | $1.58M | Buy |
29,235
+540
| +2% | +$29.1K | 1.31% | 30 |
|
|
2017
Q3 | $1.52M | Buy |
28,695
+495
| +2% | +$26.2K | 1.26% | 32 |
|
|
2017
Q2 | $1.44M | Buy |
28,200
+10,260
| +57% | +$524K | 1.28% | 32 |
|
|
2017
Q1 | $847K | Buy |
+17,940
| New | +$847K | 0.76% | 43 |
|