Madison 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
2022
Q1
Sell
-3,523
Closed -$205K 152
2021
Q4
$205K Buy
+3,523
New +$205K 0.04% 149
2020
Q1
Sell
-163,661
Closed -$8.24M 114
2019
Q4
$8.24M Buy
+163,661
New +$8.24M 2.36% 12