Measured Wealth Private Client Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,740
| Closed | -$214K | – | 111 |
|
|
2019
Q3 | $214K | Sell |
4,740
-6,039
| -56% | -$273K | 0.14% | 113 |
|
|
2019
Q2 | $476K | Sell |
10,779
-1,260
| -10% | -$55.6K | 0.27% | 68 |
|
|
2019
Q1 | $607K | Buy |
12,039
+841
| +8% | +$42.4K | 0.37% | 54 |
|
|
2018
Q4 | $527K | Buy |
11,198
+30
| +0.3% | +$1.41K | 0.48% | 37 |
|
|
2018
Q3 | $571K | Buy |
11,168
+301
| +3% | +$15.4K | 0.34% | 40 |
|
|
2018
Q2 | $586K | Buy |
+10,867
| New | +$586K | 0.48% | 34 |
|