GYL Financial Synergies’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $1.21M | Sell |
16,897
-582
| -3% | -$41.8K | 0.09% | 171 |
|
2024
Q2 | $1.05M | Buy |
17,479
+89
| +0.5% | +$5.33K | 0.08% | 179 |
|
2024
Q1 | $1M | Sell |
17,390
-8
| -0% | -$461 | 0.08% | 182 |
|
2023
Q4 | $906K | Sell |
17,398
-180
| -1% | -$9.37K | 0.07% | 190 |
|
2023
Q3 | $750K | Sell |
17,578
-173
| -1% | -$7.38K | 0.07% | 202 |
|
2023
Q2 | $790K | Sell |
17,751
-639
| -3% | -$28.4K | 0.07% | 199 |
|
2023
Q1 | $836K | Buy |
18,390
+7,549
| +70% | +$343K | 0.1% | 139 |
|
2022
Q4 | $493K | Buy |
10,841
+407
| +4% | +$18.5K | 0.11% | 130 |
|
2022
Q3 | $402K | Buy |
10,434
+39
| +0.4% | +$1.5K | 0.11% | 123 |
|
2022
Q2 | $434K | Buy |
10,395
+191
| +2% | +$7.97K | 0.12% | 111 |
|
2022
Q1 | $506K | Sell |
10,204
-214
| -2% | -$10.6K | 0.12% | 108 |
|
2021
Q4 | $605K | Buy |
10,418
+150
| +1% | +$8.71K | 0.16% | 101 |
|
2021
Q3 | $532K | Sell |
10,268
-642
| -6% | -$33.3K | 0.27% | 94 |
|
2021
Q2 | $559K | Sell |
10,910
-147
| -1% | -$7.53K | 0.29% | 86 |
|
2021
Q1 | $523K | Sell |
11,057
-6,900
| -38% | -$326K | 0.29% | 88 |
|
2020
Q4 | $762K | Sell |
17,957
-1,741
| -9% | -$73.9K | 0.44% | 54 |
|
2020
Q3 | $676K | Buy |
19,698
+2,656
| +16% | +$91.1K | 0.44% | 54 |
|
2020
Q2 | $659K | Sell |
17,042
-1,066
| -6% | -$41.2K | 0.48% | 47 |
|
2020
Q1 | $610K | Buy |
18,108
+1,716
| +10% | +$57.8K | 0.39% | 50 |
|
2019
Q4 | $825K | Buy |
16,392
+331
| +2% | +$16.7K | 0.36% | 51 |
|
2019
Q3 | $726K | Buy |
16,061
+3,177
| +25% | +$144K | 0.36% | 55 |
|
2019
Q2 | $569K | Buy |
12,884
+261
| +2% | +$11.5K | 0.3% | 62 |
|
2019
Q1 | $637K | Buy |
12,623
+59
| +0.5% | +$2.98K | 0.36% | 57 |
|
2018
Q4 | $591K | Buy |
+12,564
| New | +$591K | 0.43% | 49 |
|