Gupta Wealth Management’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $5K | Sell |
149
-285
| -66% | -$9.56K | ﹤0.01% | 959 |
|
|
2015
Q4 | $18K | Sell |
434
-4,709
| -92% | -$195K | ﹤0.01% | 681 |
|
|
2015
Q3 | $201K | Sell |
5,143
-555
| -10% | -$21.7K | 0.05% | 248 |
|
|
2015
Q2 | $239K | Hold |
5,698
| – | – | 0.06% | 230 |
|
|
2015
Q1 | $229K | Buy |
+5,698
| New | +$229K | 0.07% | 209 |
|