Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1K | Sell |
14
-26
| -65% | -$1.86K | ﹤0.01% | 687 |
|
|
2021
Q4 | $2K | Buy |
40
+26
| +186% | +$1.3K | ﹤0.01% | 695 |
|
|
2021
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 653 |
|
|
2021
Q1 | – | Sell |
-860
| Closed | -$36K | – | 684 |
|
|
2020
Q4 | $36K | Buy |
+860
| New | +$36K | 0.01% | 229 |
|
|
2020
Q1 | – | Sell |
-4
| Closed | – | – | 774 |
|
|
2019
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 731 |
|
|
2017
Q4 | – | Sell |
-1
| Closed | – | – | 391 |
|
|
2017
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 240 |
|
|
2016
Q4 | – | Sell |
-1,886
| Closed | -$75K | – | 119 |
|
|
2016
Q3 | $75K | Hold |
1,886
| – | – | 0.02% | 64 |
|
|
2016
Q2 | $73K | Hold |
1,886
| – | – | 0.02% | 67 |
|
|
2016
Q1 | $69K | Hold |
1,886
| – | – | 0.02% | 70 |
|
|
2015
Q4 | $78K | Hold |
1,886
| – | – | 0.02% | 63 |
|
|
2015
Q3 | $74K | Buy |
1,886
+943
| +100% | +$37K | 0.03% | 61 |
|
|
2015
Q2 | $40K | Sell |
943
-943
| -50% | -$40K | 0.02% | 75 |
|
|
2015
Q1 | $76K | Hold |
1,886
| – | – | 0.03% | 60 |
|
|
2014
Q4 | $77K | Hold |
1,886
| – | – | 0.03% | 62 |
|
|
2014
Q3 | $73K | Hold |
1,886
| – | – | 0.03% | 59 |
|
|
2014
Q2 | $71K | Hold |
1,886
| – | – | 0.03% | 50 |
|
|
2014
Q1 | $67K | Hold |
1,886
| – | – | 0.04% | 50 |
|
|
2013
Q4 | $66K | Buy |
+1,886
| New | +$66K | 0.05% | 57 |
|