Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,430
| Closed | -$57K | – | 315 |
|
|
2016
Q3 | $57K | Buy |
1,430
+858
| +150% | +$34.2K | 0.02% | 388 |
|
|
2016
Q2 | $22K | Hold |
572
| – | – | 0.01% | 570 |
|
|
2016
Q1 | $21K | Hold |
572
| – | – | 0.01% | 544 |
|
|
2015
Q4 | $24K | Hold |
572
| – | – | 0.01% | 542 |
|
|
2015
Q3 | $22K | Hold |
572
| – | – | 0.01% | 546 |
|
|
2015
Q2 | $24K | Hold |
572
| – | – | 0.01% | 550 |
|
|
2015
Q1 | $23K | Buy |
+572
| New | +$23K | 0.01% | 528 |
|