Lenox Wealth Advisors’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $2K | Buy |
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|
2021
Q3 | $1K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $36K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $0 | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $0 | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $75K | Hold |
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|
2016
Q2 | $73K | Hold |
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|
2016
Q1 | $69K | Hold |
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|
2015
Q4 | $78K | Hold |
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|
2015
Q3 | $74K | Buy |
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|
2015
Q2 | $40K | Sell |
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|
2015
Q1 | $76K | Hold |
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|
2014
Q4 | $77K | Hold |
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|
2014
Q3 | $73K | Hold |
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|
2014
Q2 | $71K | Hold |
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|
2014
Q1 | $67K | Hold |
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|
2013
Q4 | $66K | Buy |
|