LBA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 372 |
|
|
2016
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 374 |
|
|
2016
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 397 |
|
|
2016
Q2 | $3K | Sell |
80
-750
| -90% | -$28.1K | ﹤0.01% | 381 |
|
|
2016
Q1 | $31K | Hold |
830
| – | – | 0.02% | 225 |
|
|
2015
Q4 | $34K | Buy |
830
+750
| +938% | +$30.7K | 0.02% | 227 |
|
|
2015
Q3 | $3K | Sell |
80
-750
| -90% | -$28.1K | ﹤0.01% | 304 |
|
|
2015
Q2 | $35K | Hold |
830
| – | – | 0.02% | 184 |
|
|
2015
Q1 | $33K | Hold |
830
| – | – | 0.02% | 184 |
|
|
2014
Q4 | $34K | Sell |
830
-471
| -36% | -$19.3K | 0.02% | 181 |
|
|
2014
Q3 | $50K | Buy |
1,301
+471
| +57% | +$18.1K | 0.03% | 166 |
|
|
2014
Q2 | $31K | Hold |
830
| – | – | 0.03% | 177 |
|
|
2014
Q1 | $29K | Sell |
830
-279
| -25% | -$9.75K | 0.02% | 176 |
|
|
2013
Q4 | $39K | Buy |
+1,109
| New | +$39K | 0.03% | 170 |
|