FundX Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,532
| Closed | -$681K | – | 38 |
|
|
2019
Q4 | $681K | Hold |
13,532
| – | – | 0.18% | 40 |
|
|
2019
Q3 | $612K | Hold |
13,532
| – | – | 0.22% | 28 |
|
|
2019
Q2 | $597K | Hold |
13,532
| – | – | 0.25% | 31 |
|
|
2019
Q1 | $682K | Hold |
13,532
| – | – | 0.23% | 34 |
|
|
2018
Q4 | $637K | Hold |
13,532
| – | – | 0.24% | 36 |
|
|
2018
Q3 | $690K | Hold |
13,532
| – | – | 0.38% | 24 |
|
|
2018
Q2 | $730K | Hold |
13,532
| – | – | 0.36% | 24 |
|
|
2018
Q1 | $697K | Hold |
13,532
| – | – | 0.37% | 22 |
|
|
2017
Q4 | $729K | Hold |
13,532
| – | – | 0.37% | 27 |
|
|
2017
Q3 | $717K | Hold |
13,532
| – | – | 0.3% | 22 |
|
|
2017
Q2 | $690K | Hold |
13,532
| – | – | 0.28% | 25 |
|
|
2017
Q1 | $639K | Hold |
13,532
| – | – | 0.27% | 34 |
|
|
2016
Q4 | $641K | Hold |
13,532
| – | – | 0.22% | 32 |
|
|
2016
Q3 | $540K | Buy |
+13,532
| New | +$540K | 0.14% | 37 |
|