Parisi Gray Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-189
| Closed | -$10K | – | 182 |
|
|
2021
Q2 | $10K | Buy |
+189
| New | +$10K | ﹤0.01% | 442 |
|
|
2019
Q2 | – | Sell |
-2,952
| Closed | -$149K | – | 153 |
|
|
2019
Q1 | $149K | Buy |
2,952
+3
| +0.1% | +$151 | 0.1% | 105 |
|
|
2018
Q4 | $138K | Buy |
2,949
+4
| +0.1% | +$187 | 0.09% | 108 |
|
|
2018
Q3 | $152K | Buy |
2,945
+1,125
| +62% | +$58.1K | 0.09% | 115 |
|
|
2018
Q2 | $97K | Buy |
1,820
+350
| +24% | +$18.7K | 0.06% | 144 |
|
|
2018
Q1 | $75K | Buy |
1,470
+92
| +7% | +$4.69K | 0.06% | 166 |
|
|
2017
Q4 | $74K | Buy |
+1,378
| New | +$74K | 0.06% | 166 |
|