Kowal Investment Group’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 | $641K | Sell |
8,915
-95
| -1% | -$6.83K | 0.12% | 98 |
|
|
2024
Q2 | $540K | Buy |
9,010
+291
| +3% | +$17.4K | 0.11% | 99 |
|
|
2024
Q1 | $502K | Buy |
8,719
+1,032
| +13% | +$59.5K | 0.11% | 101 |
|
|
2023
Q4 | $400K | Sell |
7,687
-1
| -0% | -$52 | 0.09% | 102 |
|
|
2023
Q3 | $328K | Buy |
7,688
+188
| +3% | +$8.02K | 0.09% | 104 |
|
|
2023
Q2 | $334K | Buy |
+7,500
| New | +$334K | 0.09% | 113 |
|