Lloyd Advisory Services’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
Q2 | – | Sell |
-892
| Closed | -$44K | – | 122 |
|
|
2022
Q1 | $44K | Buy |
892
+49
| +6% | +$2.42K | 0.02% | 242 |
|
|
2021
Q4 | $49K | Hold |
843
| – | – | 0.02% | 206 |
|
|
2021
Q3 | $44K | Sell |
843
-60
| -7% | -$3.13K | 0.02% | 171 |
|
|
2021
Q2 | $46K | Buy |
903
+17
| +2% | +$866 | 0.02% | 163 |
|
|
2021
Q1 | $42K | Buy |
886
+150
| +20% | +$7.11K | 0.02% | 153 |
|
|
2020
Q4 | $31K | Hold |
736
| – | – | 0.02% | 150 |
|
|
2020
Q3 | $25K | Sell |
736
-70
| -9% | -$2.38K | 0.02% | 146 |
|
|
2020
Q2 | $31K | Buy |
+806
| New | +$31K | 0.02% | 138 |
|