Heritage Wealth Management (Arizona)’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
Q4 | $8.92K | Buy |
196
+130
| +197% | +$5.92K | ﹤0.01% | 792 |
|
|
2022
Q3 | $3K | Hold |
66
| – | – | ﹤0.01% | 809 |
|
|
2022
Q2 | $2.75K | Hold |
66
| – | – | ﹤0.01% | 848 |
|
|
2022
Q1 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 844 |
|
|
2021
Q3 | $3K | Hold |
66
| – | – | ﹤0.01% | 775 |
|
|
2021
Q2 | $3K | Sell |
66
-290
| -81% | -$13.2K | ﹤0.01% | 799 |
|
|
2021
Q1 | $17K | Buy |
+356
| New | +$17K | 0.01% | 506 |
|