Kelly Financial Services’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
Q3 | – | Sell |
-9
| Closed | -$509 | – | 184 |
|
|
2024
Q2 | $509 | Sell |
9
-2
| -18% | -$113 | ﹤0.01% | 702 |
|
|
2024
Q1 | $605 | Hold |
11
| – | – | ﹤0.01% | 694 |
|
|
2023
Q4 | $547 | Hold |
11
| – | – | ﹤0.01% | 695 |
|
|
2023
Q3 | $448 | Sell |
11
-4
| -27% | -$163 | ﹤0.01% | 690 |
|
|
2023
Q2 | $646 | Hold |
15
| – | – | ﹤0.01% | 637 |
|
|
2023
Q1 | $659 | Hold |
15
| – | – | ﹤0.01% | 615 |
|
|
2022
Q4 | $660 | Hold |
15
| – | – | ﹤0.01% | 588 |
|
|
2022
Q3 | $559 | Hold |
15
| – | – | ﹤0.01% | 604 |
|
|
2022
Q2 | $605 | Hold |
15
| – | – | ﹤0.01% | 595 |
|
|
2022
Q1 | $720 | Hold |
15
| – | – | ﹤0.01% | 585 |
|
|
2021
Q4 | $842 | Sell |
15
-17
| -53% | -$954 | ﹤0.01% | 596 |
|
|
2021
Q3 | $1.66K | Sell |
32
-1,607
| -98% | -$83.3K | ﹤0.01% | 536 |
|
|
2021
Q2 | $32K | Buy |
1,639
+1,607
| +5,022% | +$31.4K | ﹤0.01% | 504 |
|
|
2021
Q1 | $1.51K | Hold |
32
| – | – | ﹤0.01% | 527 |
|
|
2020
Q4 | $1.36K | Hold |
32
| – | – | ﹤0.01% | 490 |
|
|
2020
Q3 | $1.1K | Hold |
32
| – | – | ﹤0.01% | 486 |
|
|
2020
Q2 | $1.24K | Hold |
32
| – | – | ﹤0.01% | 479 |
|
|
2020
Q1 | $1.08K | Hold |
32
| – | – | ﹤0.01% | 450 |
|
|
2019
Q4 | $1.61K | Hold |
32
| – | – | ﹤0.01% | 435 |
|
|
2019
Q3 | $1.45K | Hold |
32
| – | – | ﹤0.01% | 431 |
|
|
2019
Q2 | $1.41K | Hold |
32
| – | – | ﹤0.01% | 402 |
|
|
2019
Q1 | $1.61K | Buy |
+32
| New | +$1.61K | ﹤0.01% | 391 |
|