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