Ironvine Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-176,430
| Closed | -$8.9M | – | 61 |
|
|
2019
Q1 | $8.9M | Sell |
176,430
-37,687
| -18% | -$1.9M | 1.68% | 29 |
|
|
2018
Q4 | $11.4M | Buy |
214,117
+26,290
| +14% | +$1.4M | 2.33% | 22 |
|
|
2018
Q3 | $9.58M | Buy |
187,827
+10,164
| +6% | +$518K | 1.96% | 23 |
|
|
2018
Q2 | $9.58M | Buy |
177,663
+35,488
| +25% | +$1.91M | 2.14% | 19 |
|
|
2018
Q1 | $7.33M | Buy |
142,175
+5,969
| +4% | +$308K | 1.76% | 26 |
|
|
2017
Q4 | $7.34M | Buy |
+136,206
| New | +$7.34M | 2.29% | 16 |
|