Moisand Fitzgerald Tamayo’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
Q4 | – | Sell |
-48
| Closed | -$2.05K | – | 667 |
|
|
2023
Q3 | $2.05K | Hold |
48
| – | – | ﹤0.01% | 552 |
|
|
2023
Q2 | $2.14K | Hold |
48
| – | – | ﹤0.01% | 536 |
|
|
2023
Q1 | $2.18K | Hold |
48
| – | – | ﹤0.01% | 542 |
|
|
2022
Q4 | $2.19K | Buy |
+48
| New | +$2.19K | ﹤0.01% | 541 |
|
|
2022
Q3 | – | Sell |
-21
| Closed | -$1K | – | 711 |
|
|
2022
Q2 | $1K | Sell |
21
-21
| -50% | -$1K | ﹤0.01% | 473 |
|
|
2022
Q1 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 364 |
|
|
2021
Q3 | – | Sell |
-700
| Closed | -$36K | – | 374 |
|
|
2021
Q2 | $36K | Buy |
+700
| New | +$36K | 0.01% | 171 |
|