Modus Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-634
| Closed | -$48.7K | – | 125 |
|
2024
Q4 | $48.7K | Buy |
+634
| New | +$48.7K | 0.02% | 153 |
|
2021
Q3 | – | Sell |
-634
| Closed | -$32K | – | 117 |
|
2021
Q2 | $32K | Buy |
+634
| New | +$32K | 0.01% | 174 |
|
2020
Q3 | – | Sell |
-634
| Closed | -$25K | – | 101 |
|
2020
Q2 | $25K | Buy |
+634
| New | +$25K | 0.02% | 150 |
|