Graves Light Lenhart Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-143
| Closed | -$6K | – | 212 |
|
|
2022
Q2 | $6K | Hold |
143
| – | – | ﹤0.01% | 520 |
|
|
2022
Q1 | $7K | Hold |
143
| – | – | ﹤0.01% | 566 |
|
|
2021
Q4 | $8K | Hold |
143
| – | – | ﹤0.01% | 621 |
|
|
2021
Q3 | $7K | Hold |
143
| – | – | ﹤0.01% | 614 |
|
|
2021
Q2 | $7K | Hold |
143
| – | – | ﹤0.01% | 596 |
|
|
2021
Q1 | $7K | Sell |
143
-150
| -51% | -$7.34K | ﹤0.01% | 613 |
|
|
2020
Q4 | $12K | Buy |
+293
| New | +$12K | ﹤0.01% | 537 |
|