Kaizen Advisory’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
Q4
$118K Sell
2,504
-54
-2% -$2.55K 0.08% 201
2018
Q3
$130K Hold
2,558
0.07% 200
2018
Q2
$138K Buy
2,558
+1,565
+158% +$84.4K 0.07% 192
2018
Q1
$51K Hold
993
0.05% 197
2017
Q4
$53K Buy
+993
New +$53K 0.03% 186