Lodestar Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $326K | Sell |
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|
2019
Q1 | $400K | Hold |
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|
2018
Q4 | $373K | Hold |
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|
2018
Q3 | $404K | Hold |
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|
2018
Q2 | $427K | Hold |
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|
2018
Q1 | $408K | Sell |
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|
2017
Q4 | $535K | Buy |
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|
2017
Q3 | $494K | Buy |
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|
2017
Q2 | $465K | Sell |
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|
2017
Q1 | $440K | Hold |
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|
2016
Q4 | $441K | Sell |
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|
2016
Q3 | $400K | Sell |
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|
2016
Q2 | $1.76M | Sell |
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|
2016
Q1 | $2.68M | Sell |
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|
2015
Q4 | $3.24M | Hold |
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|
2015
Q3 | $3.08M | Sell |
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|
2015
Q2 | $3.31M | Buy |
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|
2015
Q1 | $3.16M | Buy |
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|
2014
Q4 | $2.81M | Buy |
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|
2014
Q3 | $2.6M | Sell |
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|
2014
Q2 | $2.61M | Buy |
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|
2014
Q1 | $2.43M | Buy |
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|
2013
Q4 | $2.16M | Buy |
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|
2013
Q3 | $454K | Buy |
|