High Net Worth Advisory Group’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,300
| Closed | -$241K | – | 235 |
|
|
2022
Q4 | $241K | Buy |
5,300
+4,800
| +960% | +$218K | 0.09% | 162 |
|
|
2022
Q3 | $19K | Hold |
500
| – | – | 0.01% | 456 |
|
|
2022
Q2 | $21K | Hold |
500
| – | – | 0.01% | 440 |
|
|
2022
Q1 | $25K | Hold |
500
| – | – | 0.01% | 421 |
|
|
2021
Q4 | $29K | Buy |
+500
| New | +$29K | 0.01% | 410 |
|