Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-221
| Closed | -$15K | – | 603 |
|
|
2024
Q3 | $15K | Hold |
221
| – | – | ﹤0.01% | 742 |
|
|
2024
Q2 | $13K | Hold |
221
| – | – | ﹤0.01% | 761 |
|
|
2024
Q1 | $12.7K | Hold |
221
| – | – | ﹤0.01% | 761 |
|
|
2023
Q4 | $11K | Hold |
221
| – | – | ﹤0.01% | 737 |
|
|
2023
Q3 | $9.43K | Buy |
+221
| New | +$9.43K | ﹤0.01% | 806 |
|
|
2023
Q1 | – | Sell |
-221
| Closed | -$10K | – | 1222 |
|
|
2022
Q4 | $10K | Hold |
221
| – | – | 0.01% | 224 |
|
|
2022
Q3 | $8K | Buy |
+221
| New | +$8K | ﹤0.01% | 772 |
|