FSA Wealth Management’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 |
-500
| Closed | -$21K | – | 72 |
|
2020
Q4 | $21K | Buy |
+500
| New | +$21K | 0.01% | 198 |
|
2020
Q3 | – | Sell |
-500
| Closed | -$19K | – | 95 |
|
2020
Q2 | $19K | Hold |
500
| – | – | 0.01% | 194 |
|
2020
Q1 | $17K | Hold |
500
| – | – | 0.01% | 193 |
|
2019
Q4 | $25K | Buy |
+500
| New | +$25K | 0.02% | 204 |
|