Lyell Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,115
| Closed | -$232K | – | 186 |
|
|
2023
Q1 | $232K | Hold |
5,115
| – | – | 0.03% | 182 |
|
|
2022
Q4 | $233K | Buy |
+5,115
| New | +$233K | 0.04% | 177 |
|
|
2022
Q3 | – | Sell |
-5,115
| Closed | -$213K | – | 192 |
|
|
2022
Q2 | $213K | Hold |
5,115
| – | – | 0.03% | 180 |
|
|
2022
Q1 | $254K | Buy |
+5,115
| New | +$254K | 0.03% | 179 |
|