Miles Capital’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-7,482
| Closed | -$291K | – | 153 |
|
2016
Q2 | $291K | Sell |
7,482
-5,466
| -42% | -$213K | 0.2% | 118 |
|
2016
Q1 | $477K | Sell |
12,948
-171
| -1% | -$6.3K | 0.32% | 79 |
|
2015
Q4 | $541K | Sell |
13,119
-488
| -4% | -$20.1K | 0.37% | 74 |
|
2015
Q3 | $533K | Buy |
+13,607
| New | +$533K | 0.38% | 71 |
|