Omnia Family Wealth’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
Q2 | – | Sell |
-73
| Closed | -$4K | – | 147 |
|
|
2019
Q1 | $4K | Hold |
73
| – | – | ﹤0.01% | 331 |
|
|
2018
Q4 | $3K | Hold |
73
| – | – | ﹤0.01% | 323 |
|
|
2018
Q3 | $4K | Hold |
73
| – | – | ﹤0.01% | 320 |
|
|
2018
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 317 |
|
|
2018
Q1 | $4K | Hold |
73
| – | – | ﹤0.01% | 325 |
|
|
2017
Q4 | $4K | Hold |
73
| – | – | ﹤0.01% | 346 |
|
|
2017
Q3 | $4K | Sell |
73
-230
| -76% | -$12.6K | ﹤0.01% | 359 |
|
|
2017
Q2 | $15K | Hold |
303
| – | – | 0.01% | 237 |
|
|
2017
Q1 | $14K | Hold |
303
| – | – | 0.01% | 244 |
|
|
2016
Q4 | $14K | Buy |
+303
| New | +$14K | 0.01% | 246 |
|