Marshall Financial Group (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,217
| Closed | -$243K | – | 173 |
|
|
2024
Q1 | $243K | Hold |
4,217
| – | – | 0.07% | 159 |
|
|
2023
Q4 | $219K | Buy |
+4,217
| New | +$219K | 0.07% | 167 |
|
|
2022
Q1 | – | Sell |
-4,027
| Closed | -$234K | – | 206 |
|
|
2021
Q4 | $234K | Hold |
4,027
| – | – | 0.09% | 198 |
|
|
2021
Q3 | $209K | Sell |
4,027
-40
| -1% | -$2.08K | 0.11% | 167 |
|
|
2021
Q2 | $208K | Buy |
+4,067
| New | +$208K | 0.11% | 166 |
|