Lee Financial’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
Q1 | – | Sell |
-127
| Closed | -$6.61K | – | 234 |
|
|
2023
Q4 | $6.61K | Buy |
127
+110
| +647% | +$5.73K | ﹤0.01% | 493 |
|
|
2023
Q3 | $726 | Hold |
17
| – | – | ﹤0.01% | 790 |
|
|
2023
Q2 | $757 | Sell |
17
-221
| -93% | -$9.84K | ﹤0.01% | 731 |
|
|
2023
Q1 | $10.8K | Buy |
238
+27
| +13% | +$1.23K | ﹤0.01% | 405 |
|
|
2022
Q4 | $9.61K | Hold |
211
| – | – | ﹤0.01% | 473 |
|
|
2022
Q3 | $8K | Sell |
211
-86
| -29% | -$3.26K | ﹤0.01% | 470 |
|
|
2022
Q2 | $12K | Buy |
297
+97
| +49% | +$3.92K | ﹤0.01% | 414 |
|
|
2022
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 428 |
|
|
2021
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 456 |
|
|
2021
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 420 |
|
|
2021
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 405 |
|
|
2021
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 395 |
|
|
2020
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 395 |
|
|
2020
Q3 | $7K | Sell |
200
-107
| -35% | -$3.75K | ﹤0.01% | 434 |
|
|
2020
Q2 | $12K | Buy |
307
+200
| +187% | +$7.82K | ﹤0.01% | 333 |
|
|
2020
Q1 | $4K | Hold |
107
| – | – | ﹤0.01% | 392 |
|
|
2019
Q4 | $5K | Hold |
107
| – | – | ﹤0.01% | 409 |
|
|
2019
Q3 | $5K | Hold |
107
| – | – | ﹤0.01% | 417 |
|
|
2019
Q2 | $5K | Hold |
107
| – | – | ﹤0.01% | 425 |
|
|
2019
Q1 | $5K | Buy |
+107
| New | +$5K | ﹤0.01% | 412 |
|
|
2017
Q3 | – | Sell |
-61
| Closed | -$3K | – | 478 |
|
|
2017
Q2 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 428 |
|