Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,042
| Closed | -$405K | – | 686 |
|
|
2019
Q4 | $405K | Sell |
8,042
-1,011
| -11% | -$50.9K | 0.04% | 452 |
|
|
2019
Q3 | $409K | Sell |
9,053
-400
| -4% | -$18.1K | 0.04% | 410 |
|
|
2019
Q2 | $417K | Sell |
9,453
-388
| -4% | -$17.1K | 0.04% | 419 |
|
|
2019
Q1 | $496K | Sell |
9,841
-1,046
| -10% | -$52.7K | 0.05% | 363 |
|
|
2018
Q4 | $512K | Buy |
+10,887
| New | +$512K | 0.06% | 322 |
|