KCS Wealth Advisory’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
Q3 | $1.68M | Sell |
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|
2023
Q2 | $1.89M | Buy |
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|
2023
Q1 | $1.85M | Sell |
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|
2022
Q4 | $2.13M | Sell |
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|
2022
Q3 | $2.06M | Sell |
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|
2022
Q2 | $2.33M | Buy |
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|
2022
Q1 | $2.75M | Buy |
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|
2021
Q4 | $3.19M | Sell |
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|
2021
Q3 | $2.98M | Sell |
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|
2021
Q2 | $3.01M | Buy |
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|
2021
Q1 | $2.69M | Buy |
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|
2020
Q4 | $2.31M | Buy |
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|
2020
Q3 | $1.74M | Buy |
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|
2020
Q2 | $1.94M | Buy |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | $1.21M | Buy |
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|
2019
Q3 | $1.05M | Buy |
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|
2019
Q2 | $953K | Buy |
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|
2019
Q1 | $806K | Buy |
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|
2018
Q4 | $668K | Buy |
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|
2018
Q3 | $679K | Buy |
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|
2018
Q2 | $533K | Buy |
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|
2018
Q1 | $386K | Buy |
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