HC Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $8K | Hold |
200
| – | – | 0.01% | 252 |
|
|
2022
Q1 | $10K | Hold |
200
| – | – | 0.01% | 237 |
|
|
2021
Q4 | $12K | Hold |
200
| – | – | 0.01% | 236 |
|
|
2021
Q3 | $10K | Hold |
200
| – | – | 0.01% | 242 |
|
|
2021
Q2 | $10K | Hold |
200
| – | – | 0.01% | 248 |
|
|
2021
Q1 | $9K | Sell |
200
-1,200
| -86% | -$54K | 0.01% | 262 |
|
|
2020
Q4 | $59K | Hold |
1,400
| – | – | 0.04% | 127 |
|
|
2020
Q3 | $48K | Hold |
1,400
| – | – | 0.03% | 126 |
|
|
2020
Q2 | $54K | Hold |
1,400
| – | – | 0.04% | 105 |
|
|
2020
Q1 | $47K | Buy |
+1,400
| New | +$47K | 0.04% | 112 |
|