Kistler-Tiffany Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $212K | Buy |
4,764
+224
| +5% | +$9.97K | 0.03% | 314 |
|
|
2023
Q1 | $206K | Hold |
4,540
| – | – | 0.04% | 279 |
|
|
2022
Q4 | $207K | Hold |
4,540
| – | – | 0.04% | 254 |
|
|
2022
Q3 | $175K | Hold |
4,540
| – | – | 0.04% | 217 |
|
|
2022
Q2 | $189K | Hold |
4,540
| – | – | 0.04% | 214 |
|
|
2022
Q1 | $225K | Hold |
4,540
| – | – | 0.04% | 213 |
|
|
2021
Q4 | $264K | Hold |
4,540
| – | – | 0.05% | 177 |
|
|
2021
Q3 | $235K | Hold |
4,540
| – | – | 0.05% | 178 |
|
|
2021
Q2 | $233K | Hold |
4,540
| – | – | 0.05% | 174 |
|
|
2021
Q1 | $215K | Sell |
4,540
-1,377
| -23% | -$65.2K | 0.06% | 166 |
|
|
2020
Q4 | $251K | Buy |
5,917
+5,717
| +2,859% | +$243K | 0.07% | 144 |
|
|
2020
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 509 |
|
|
2020
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 463 |
|
|
2020
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 430 |
|
|
2019
Q4 | $10K | Sell |
200
-5,173
| -96% | -$259K | ﹤0.01% | 436 |
|
|
2019
Q3 | $243K | Sell |
5,373
-135
| -2% | -$6.11K | 0.09% | 126 |
|
|
2019
Q2 | $243K | Buy |
5,508
+534
| +11% | +$23.6K | 0.09% | 120 |
|
|
2019
Q1 | $251K | Buy |
4,974
+108
| +2% | +$5.45K | 0.1% | 112 |
|
|
2018
Q4 | $229K | Buy |
4,866
+19
| +0.4% | +$894 | 0.11% | 107 |
|
|
2018
Q3 | $247K | Buy |
4,847
+18
| +0.4% | +$917 | 0.1% | 113 |
|
|
2018
Q2 | $260K | Buy |
4,829
+14
| +0.3% | +$754 | 0.12% | 106 |
|
|
2018
Q1 | $248K | Buy |
4,815
+243
| +5% | +$12.5K | 0.1% | 117 |
|
|
2017
Q4 | $246K | Buy |
4,572
+404
| +10% | +$21.7K | 0.1% | 126 |
|
|
2017
Q3 | $221K | Buy |
4,168
+14
| +0.3% | +$742 | 0.09% | 122 |
|
|
2017
Q2 | $212K | Buy |
4,154
+12
| +0.3% | +$612 | 0.1% | 119 |
|
|
2017
Q1 | $196K | Buy |
4,142
+13
| +0.3% | +$615 | 0.09% | 124 |
|
|
2016
Q4 | $196K | Buy |
4,129
+12
| +0.3% | +$570 | 0.1% | 125 |
|
|
2016
Q3 | $164K | Buy |
4,117
+14
| +0.3% | +$558 | 0.08% | 144 |
|
|
2016
Q2 | $159K | Buy |
4,103
+213
| +5% | +$8.25K | 0.08% | 140 |
|
|
2016
Q1 | $143K | Buy |
3,890
+615
| +19% | +$22.6K | 0.08% | 147 |
|
|
2015
Q4 | $135K | Buy |
3,275
+355
| +12% | +$14.6K | 0.07% | 157 |
|
|
2015
Q3 | $114K | Buy |
2,920
+9
| +0.3% | +$351 | 0.07% | 173 |
|
|
2015
Q2 | $122K | Buy |
2,911
+10
| +0.3% | +$419 | 0.07% | 167 |
|
|
2015
Q1 | $117K | Buy |
2,901
+210
| +8% | +$8.47K | 0.07% | 158 |
|
|
2014
Q4 | $109K | Buy |
+2,691
| New | +$109K | 0.07% | 164 |
|
|
2014
Q3 | – | Sell |
-2,317
| Closed | -$87K | – | 612 |
|
|
2014
Q2 | $87K | Buy |
2,317
+11
| +0.5% | +$413 | 0.06% | 177 |
|
|
2014
Q1 | $81K | Buy |
2,306
+791
| +52% | +$27.8K | 0.06% | 177 |
|
|
2013
Q4 | $53K | Buy |
1,515
+7
| +0.5% | +$245 | 0.04% | 216 |
|
|
2013
Q3 | $46K | Buy |
1,508
+256
| +20% | +$7.81K | 0.04% | 233 |
|
|
2013
Q2 | $35K | Buy |
+1,252
| New | +$35K | 0.03% | 256 |
|