Hedeker Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-62
| Closed | -$1.56K | – | 125 |
|
|
2016
Q3 | $1.56K | Sell |
62
-14,801
| -100% | -$371K | 0.08% | 89 |
|
|
2016
Q2 | $577K | Sell |
14,863
-50,603
| -77% | -$1.96M | 0.5% | 70 |
|
|
2016
Q1 | $2.41M | Sell |
65,466
-5,860
| -8% | -$216K | 2.26% | 12 |
|
|
2015
Q4 | $2.94M | Sell |
71,326
-645
| -0.9% | -$26.6K | 2.6% | 10 |
|
|
2015
Q3 | $2.82M | Sell |
71,971
-695
| -1% | -$27.2K | 2.45% | 10 |
|
|
2015
Q2 | $3.05M | Sell |
72,666
-365
| -0.5% | -$15.3K | 2.45% | 9 |
|
|
2015
Q1 | $3.11M | Sell |
73,031
-4,102
| -5% | -$175K | 2.58% | 10 |
|
|
2014
Q4 | $3.13M | Buy |
+77,133
| New | +$3.13M | 2.53% | 13 |
|