Kings Point Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $94K | Hold |
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|
2018
Q3 | $102K | Hold |
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|
2018
Q2 | $108K | Sell |
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|
2018
Q1 | $113K | Hold |
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|
2017
Q4 | $118K | Buy |
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|
2017
Q3 | $106K | Hold |
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|
2017
Q2 | $102K | Hold |
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|
2017
Q1 | $94K | Hold |
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|
2016
Q4 | $95K | Hold |
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|
2016
Q3 | $80K | Sell |
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|
2016
Q2 | $372K | Sell |
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|
2016
Q1 | $3.46M | Buy |
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|
2015
Q4 | $3.65M | Buy |
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|
2015
Q3 | $98K | Hold |
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|
2015
Q2 | $105K | Hold |
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|
2015
Q1 | $101K | Hold |
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|
2014
Q4 | $101K | Hold |
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|
2014
Q3 | $97K | Sell |
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|
2014
Q2 | $103K | Buy |
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|
2014
Q1 | $88K | Hold |
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|
2013
Q4 | $87K | Hold |
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|
2013
Q3 | $75K | Buy |
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|
2013
Q2 | $56K | Buy |
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