Janiczek 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 | $26.4K | Sell |
440
-33
| -7% | -$1.98K | 0.01% | 513 |
|
|
2024
Q1 | $27.3K | Buy |
473
+2
| +0.4% | +$115 | 0.01% | 514 |
|
|
2023
Q4 | $24.5K | Buy |
471
+4
| +0.9% | +$208 | 0.01% | 513 |
|
|
2023
Q3 | $19.9K | Hold |
467
| – | – | 0.01% | 523 |
|
|
2023
Q2 | $20.8K | Hold |
467
| – | – | 0.01% | 455 |
|
|
2023
Q1 | $21.7K | Hold |
467
| – | – | 0.01% | 442 |
|
|
2022
Q4 | $22.5K | Sell |
467
-117
| -20% | -$5.64K | 0.01% | 438 |
|
|
2022
Q3 | $23K | Sell |
584
-327
| -36% | -$12.9K | 0.01% | 426 |
|
|
2022
Q2 | $40K | Sell |
911
-441
| -33% | -$19.4K | 0.01% | 342 |
|
|
2022
Q1 | $67K | Sell |
1,352
-7
| -0.5% | -$347 | 0.02% | 260 |
|
|
2021
Q4 | $79K | Sell |
1,359
-160
| -11% | -$9.3K | 0.02% | 223 |
|
|
2021
Q3 | $79K | Buy |
1,519
+238
| +19% | +$12.4K | 0.03% | 209 |
|
|
2021
Q2 | $66K | Buy |
1,281
+469
| +58% | +$24.2K | 0.02% | 204 |
|
|
2021
Q1 | $38K | Buy |
812
+201
| +33% | +$9.41K | 0.02% | 279 |
|
|
2020
Q4 | $26K | Buy |
611
+581
| +1,937% | +$24.7K | 0.01% | 304 |
|
|
2020
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 545 |
|