HighTower Trust’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $425K | Buy |
|
|||||
|
2022
Q4 | $400K | Buy |
|
|||||
|
2022
Q3 | $341K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $433K | Buy |
|
|||||
|
2021
Q4 | $506K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $578K | Sell |
|
|||||
|
2019
Q3 | $530K | Hold |
|
|||||
|
2019
Q2 | $517K | Hold |
|
|||||
|
2019
Q1 | $591K | Hold |
|
|||||
|
2018
Q4 | $552K | Hold |
|
|||||
|
2018
Q3 | $598K | Hold |
|
|||||
|
2018
Q2 | $632K | Sell |
|
|||||
|
2018
Q1 | $903K | Buy |
|
|||||
|
2017
Q4 | $631K | Hold |
|
|||||
|
2017
Q3 | $621K | Sell |
|
|||||
|
2017
Q2 | $625K | Buy |
|
|||||
|
2017
Q1 | $493K | Sell |
|
|||||
|
2016
Q4 | $519K | Sell |
|
|||||
|
2016
Q3 | $438K | Sell |
|
|||||
|
2016
Q2 | $431K | Hold |
|
|||||
|
2016
Q1 | $408K | Sell |
|
|||||
|
2015
Q4 | $907K | Sell |
|
|||||
|
2015
Q3 | $925K | Hold |
|
|||||
|
2015
Q2 | $991K | Sell |
|
|||||
|
2015
Q1 | $959K | Hold |
|
|||||
|
2014
Q4 | $967K | Sell |
|
|||||
|
2014
Q3 | $962K | Sell |
|
|||||
|
2014
Q2 | $1.23M | Sell |
|
|||||
|
2014
Q1 | $1.2M | Sell |
|
|||||
|
2013
Q4 | $1.48M | Buy |
|
|||||
|
2013
Q3 | $1.17M | Buy |
|
|||||
|
2013
Q2 | $636K | Buy |
|