Harvest Group Wealth Management’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
Q2 | – | Sell |
-181
| Closed | -$6K | – | 507 |
|
|
2020
Q1 | $6K | Hold |
181
| – | – | 0.01% | 241 |
|
|
2019
Q4 | $9K | Hold |
181
| – | – | 0.01% | 256 |
|
|
2019
Q3 | $8K | Hold |
181
| – | – | 0.01% | 287 |
|
|
2019
Q2 | $7K | Hold |
181
| – | – | 0.01% | 277 |
|
|
2019
Q1 | $9K | Buy |
+181
| New | +$9K | 0.01% | 252 |
|