Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $518K | Sell |
11,373
-317
| -3% | -$14.4K | 0.05% | 347 |
|
|
2022
Q3 | $451K | Sell |
11,690
-1,676
| -13% | -$64.7K | 0.05% | 364 |
|
|
2022
Q2 | $558K | Sell |
13,366
-1,085
| -8% | -$45.3K | 0.06% | 332 |
|
|
2022
Q1 | $717K | Buy |
14,451
+245
| +2% | +$12.2K | 0.06% | 320 |
|
|
2021
Q4 | $825K | Buy |
+14,206
| New | +$825K | 0.06% | 316 |
|
|
2020
Q1 | – | Sell |
-5,794
| Closed | -$292K | – | 353 |
|
|
2019
Q4 | $292K | Sell |
5,794
-737
| -11% | -$37.1K | 0.05% | 339 |
|
|
2019
Q3 | $295K | Sell |
6,531
-177
| -3% | -$8K | 0.05% | 344 |
|
|
2019
Q2 | $296K | Buy |
6,708
+9
| +0.1% | +$397 | 0.06% | 296 |
|
|
2019
Q1 | $338K | Buy |
6,699
+1,487
| +29% | +$75K | 0.08% | 260 |
|
|
2018
Q4 | $245K | Sell |
5,212
-1,506
| -22% | -$70.8K | 0.07% | 275 |
|
|
2018
Q3 | $342K | Buy |
6,718
+1,371
| +26% | +$69.8K | 0.08% | 243 |
|
|
2018
Q2 | $288K | Buy |
+5,347
| New | +$288K | 0.08% | 265 |
|
|
2018
Q1 | – | Sell |
-3,704
| Closed | -$199K | – | 355 |
|
|
2017
Q4 | $199K | Sell |
3,704
-420
| -10% | -$22.6K | 0.06% | 334 |
|
|
2017
Q3 | $218K | Buy |
+4,124
| New | +$218K | 0.07% | 273 |
|