OAM
Optimal Asset Management’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.2M | Buy |
23,094
+45
| +0.2% | +$2.33K | 0.15% | 212 |
|
|
2021
Q2 | $1.18M | Sell |
23,049
-8
| -0% | -$410 | 0.14% | 218 |
|
|
2021
Q1 | $1.09M | Buy |
23,057
+11,700
| +103% | +$553K | 0.14% | 220 |
|
|
2020
Q4 | $482K | Buy |
11,357
+56
| +0.5% | +$2.38K | 0.07% | 343 |
|
|
2020
Q3 | $388K | Buy |
+11,301
| New | +$388K | 0.06% | 361 |
|