ICA Group Wealth Management’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
Q2 | – | Sell |
-1,681
| Closed | -$96.9K | – | 836 |
|
|
2024
Q1 | $96.9K | Sell |
1,681
-178
| -10% | -$10.3K | 0.02% | 405 |
|
|
2023
Q4 | $96.8K | Buy |
+1,859
| New | +$96.8K | 0.02% | 360 |
|
|
2023
Q3 | – | Sell |
-1,573
| Closed | -$70K | – | 327 |
|
|
2023
Q2 | $70K | Buy |
1,573
+1,463
| +1,330% | +$65.1K | 0.02% | 415 |
|
|
2023
Q1 | $5K | Sell |
110
-1,403
| -93% | -$63.7K | ﹤0.01% | 952 |
|
|
2022
Q4 | $68.9K | Buy |
+1,513
| New | +$68.9K | 0.02% | 444 |
|