Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-100
| Closed | -$5K | – | 528 |
|
|
2021
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 377 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$5K | – | 140 |
|
|
2021
Q1 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 375 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$4K | – | 108 |
|
|
2019
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 301 |
|
|
2019
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 295 |
|
|
2018
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 293 |
|
|
2018
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 320 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 310 |
|
|
2018
Q1 | $5K | Sell |
100
-75
| -43% | -$3.75K | ﹤0.01% | 302 |
|
|
2017
Q4 | $10K | Hold |
175
| – | – | 0.01% | 260 |
|
|
2017
Q3 | $9K | Hold |
175
| – | – | 0.01% | 281 |
|
|
2017
Q2 | $9K | Sell |
175
-200
| -53% | -$10.3K | 0.01% | 286 |
|
|
2017
Q1 | $18K | Hold |
375
| – | – | 0.01% | 225 |
|
|
2016
Q4 | $18K | Buy |
+375
| New | +$18K | 0.01% | 222 |
|