MPS Loria Financial Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-345
| Closed | -$16K | – | 154 |
|
|
2021
Q1 | $16K | Hold |
345
| – | – | 0.01% | 252 |
|
|
2020
Q4 | $14K | Buy |
345
+61
| +21% | +$2.48K | 0.01% | 265 |
|
|
2020
Q3 | $10K | Hold |
284
| – | – | 0.01% | 235 |
|
|
2020
Q2 | $11K | Buy |
+284
| New | +$11K | 0.01% | 240 |
|
|
2017
Q3 | – | Sell |
-284
| Closed | -$15K | – | 110 |
|
|
2017
Q2 | $15K | Buy |
+284
| New | +$15K | 0.01% | 256 |
|