Legacy Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-100
| Closed | -$4K | – | 138 |
|
|
2019
Q2 | $4K | Sell |
100
-150
| -60% | -$6K | ﹤0.01% | 329 |
|
|
2019
Q1 | $13K | Buy |
+250
| New | +$13K | ﹤0.01% | 309 |
|
|
2018
Q4 | – | Sell |
-250
| Closed | -$13K | – | 147 |
|
|
2018
Q3 | $13K | Hold |
250
| – | – | 0.01% | 322 |
|
|
2018
Q2 | $13K | Hold |
250
| – | – | 0.01% | 284 |
|
|
2018
Q1 | $13K | Buy |
250
+100
| +67% | +$5.2K | 0.01% | 242 |
|
|
2017
Q4 | $8K | Sell |
150
-116
| -44% | -$6.19K | 0.01% | 272 |
|
|
2017
Q3 | $14K | Buy |
+266
| New | +$14K | 0.02% | 185 |
|