Hazlett, Burt & Watson’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Hold |
298
| – | – | 0.01% | 455 |
|
|
2025
Q1 | $25K | Hold |
298
| – | – | 0.01% | 461 |
|
|
2024
Q4 | $23K | Hold |
298
| – | – | 0.01% | 449 |
|
|
2024
Q3 | $21K | Sell |
298
-136
| -31% | -$9.58K | 0.01% | 460 |
|
|
2024
Q2 | $26K | Buy |
434
+136
| +46% | +$8.15K | 0.01% | 414 |
|
|
2024
Q1 | $17K | Hold |
298
| – | – | 0.01% | 454 |
|
|
2023
Q4 | $16K | Hold |
298
| – | – | 0.01% | 442 |
|
|
2023
Q3 | $13K | Hold |
298
| – | – | 0.01% | 465 |
|
|
2023
Q2 | $13K | Sell |
298
-497
| -63% | -$21.7K | 0.01% | 449 |
|
|
2023
Q1 | $37K | Sell |
795
-59
| -7% | -$2.75K | 0.03% | 316 |
|
|
2022
Q4 | $40K | Buy |
854
+162
| +23% | +$7.59K | 0.04% | 301 |
|
|
2022
Q3 | $26K | Buy |
692
+394
| +132% | +$14.8K | 0.03% | 341 |
|
|
2022
Q2 | $12K | Hold |
298
| – | – | 0.01% | 435 |
|
|
2022
Q1 | $15K | Buy |
+298
| New | +$15K | 0.01% | 422 |
|