Mitsubishi UFJ Morgan Stanley Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-160
| Closed | -$7K | – | 40 |
|
|
2022
Q4 | $7K | Sell |
160
-160
| -50% | -$7K | 0.06% | 131 |
|
|
2022
Q3 | $12K | Hold |
320
| – | – | 0.16% | 98 |
|
|
2022
Q2 | $13K | Hold |
320
| – | – | 0.02% | 97 |
|
|
2022
Q1 | $16K | Buy |
+320
| New | +$16K | 0.01% | 96 |
|
|
2021
Q2 | – | Sell |
-7,670
| Closed | -$363K | – | 84 |
|
|
2021
Q1 | $363K | Buy |
+7,670
| New | +$363K | 6.29% | 6 |
|
|
2014
Q4 | $9K | Hold |
210
| – | – | 0.02% | 221 |
|
|
2014
Q3 | $8K | Buy |
210
+80
| +62% | +$3.05K | 0.02% | 204 |
|
|
2014
Q2 | $5K | Sell |
130
-1,240
| -91% | -$47.7K | 0.01% | 215 |
|
|
2014
Q1 | $48K | Buy |
1,370
+390
| +40% | +$13.7K | 0.13% | 53 |
|
|
2013
Q4 | $34K | Buy |
+980
| New | +$34K | 0.06% | 112 |
|