Nelson Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-368
| Closed | -$17K | – | 121 |
|
|
2019
Q3 | $17K | Buy |
+368
| New | +$17K | ﹤0.01% | 222 |
|
|
2018
Q2 | – | Sell |
-16
| Closed | -$1K | – | 256 |
|
|
2018
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 251 |
|
|
2017
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 313 |
|
|
2017
Q3 | – | Sell |
-800
| Closed | -$41K | – | 245 |
|
|
2017
Q2 | $41K | Hold |
800
| – | – | 0.01% | 138 |
|
|
2017
Q1 | $38K | Hold |
800
| – | – | 0.01% | 141 |
|
|
2016
Q4 | $38K | Hold |
800
| – | – | 0.01% | 133 |
|
|
2016
Q3 | $32K | Hold |
800
| – | – | 0.01% | 142 |
|
|
2016
Q2 | $31K | Hold |
800
| – | – | 0.01% | 133 |
|
|
2016
Q1 | $29K | Hold |
800
| – | – | 0.01% | 134 |
|
|
2015
Q4 | $33K | Buy |
+800
| New | +$33K | 0.01% | 130 |
|