Intercontinental Wealth Advisors’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
Q2 | $1.4M | Buy |
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|
2023
Q1 | $1.2M | Buy |
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|
2022
Q4 | $1.2M | Sell |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $1.52M | Buy |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.39M | Sell |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $1.2M | Buy |
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|
2020
Q2 | $1.33M | Buy |
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|
2020
Q1 | $828K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $65K | Hold |
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|
2018
Q4 | $61K | Buy |
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