PFG Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-11,065
| Closed | -$568K | – | 291 |
|
2019
Q4 | $568K | Buy |
11,065
+300
| +3% | +$15.4K | 0.14% | 172 |
|
2019
Q3 | $461K | Sell |
10,765
-705
| -6% | -$30.2K | 0.13% | 188 |
|
2019
Q2 | $546K | Buy |
11,470
+500
| +5% | +$23.8K | 0.15% | 173 |
|
2019
Q1 | $545K | Sell |
10,970
-640
| -6% | -$31.8K | 0.17% | 165 |
|
2018
Q4 | $613K | Buy |
+11,610
| New | +$613K | 0.19% | 148 |
|