Klingman & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-965
| Closed | -$38K | – | 121 |
|
|
2016
Q3 | $38K | Hold |
965
| – | – | 0.01% | 202 |
|
|
2016
Q2 | $37K | Hold |
965
| – | – | 0.01% | 213 |
|
|
2016
Q1 | $36K | Hold |
965
| – | – | 0.01% | 213 |
|
|
2015
Q4 | $40K | Hold |
965
| – | – | 0.02% | 217 |
|
|
2015
Q3 | $37K | Hold |
965
| – | – | 0.01% | 218 |
|
|
2015
Q2 | $41K | Hold |
965
| – | – | 0.02% | 189 |
|
|
2015
Q1 | $39K | Buy |
965
+765
| +383% | +$30.9K | 0.02% | 188 |
|
|
2014
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 295 |
|