O'Donnell Financial Services’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 |
-6,866
| Closed | -$293K | – | 37 |
|
|
2023
Q3 | $293K | Hold |
6,866
| – | – | 0.16% | 21 |
|
|
2023
Q2 | $306K | Hold |
6,866
| – | – | 0.18% | 16 |
|
|
2023
Q1 | $312K | Hold |
6,866
| – | – | 0.56% | 10 |
|
|
2022
Q4 | $313K | Hold |
6,866
| – | – | 2.87% | 10 |
|
|
2022
Q3 | $264K | Hold |
6,866
| – | – | 0.92% | 20 |
|
|
2022
Q2 | $286K | Hold |
6,866
| – | – | 0.23% | 27 |
|
|
2022
Q1 | $341K | Hold |
6,866
| – | – | 0.16% | 29 |
|
|
2021
Q4 | $402K | Hold |
6,866
| – | – | 0.19% | 28 |
|
|
2021
Q3 | $356K | Buy |
+6,866
| New | +$356K | 0.17% | 37 |
|