Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,300
| Closed | -$286K | – | 129 |
|
|
2018
Q2 | $286K | Sell |
5,300
-327
| -6% | -$17.6K | 0.21% | 103 |
|
|
2018
Q1 | $290K | Sell |
5,627
-217
| -4% | -$11.2K | 0.22% | 107 |
|
|
2017
Q4 | $315K | Buy |
5,844
+223
| +4% | +$12K | 0.23% | 101 |
|
|
2017
Q3 | $298K | Sell |
5,621
-117
| -2% | -$6.2K | 0.26% | 89 |
|
|
2017
Q2 | $293K | Buy |
5,738
+3
| +0.1% | +$153 | 0.27% | 90 |
|
|
2017
Q1 | $271K | Buy |
+5,735
| New | +$271K | 0.26% | 90 |
|