Point View 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $673K | Sell |
15,851
-1,845
| -10% | -$78.3K | 0.27% | 121 |
|
|
2020
Q3 | $608K | Sell |
17,696
-673
| -4% | -$23.1K | 0.29% | 114 |
|
|
2020
Q2 | $710K | Sell |
18,369
-821
| -4% | -$31.7K | 0.34% | 96 |
|
|
2020
Q1 | $646K | Buy |
19,190
+500
| +3% | +$16.8K | 0.35% | 96 |
|
|
2019
Q4 | $941K | Sell |
18,690
-257
| -1% | -$12.9K | 0.39% | 92 |
|
|
2019
Q3 | $857K | Sell |
18,947
-1,767
| -9% | -$79.9K | 0.39% | 87 |
|
|
2019
Q2 | $915K | Sell |
20,714
-130
| -0.6% | -$5.74K | 0.39% | 85 |
|
|
2019
Q1 | $1.05M | Sell |
20,844
-127
| -0.6% | -$6.4K | 0.47% | 72 |
|
|
2018
Q4 | $987K | Sell |
20,971
-67
| -0.3% | -$3.15K | 0.5% | 72 |
|
|
2018
Q3 | $1.07M | Sell |
21,038
-22
| -0.1% | -$1.12K | 0.48% | 64 |
|
|
2018
Q2 | $1.14M | Sell |
21,060
-472
| -2% | -$25.5K | 0.53% | 58 |
|
|
2018
Q1 | $1.11M | Sell |
21,532
-2,491
| -10% | -$128K | 0.53% | 57 |
|
|
2017
Q4 | $1.29M | Sell |
24,023
-869
| -3% | -$46.8K | 0.61% | 49 |
|
|
2017
Q3 | $1.32M | Sell |
24,892
-1,194
| -5% | -$63.3K | 0.63% | 43 |
|
|
2017
Q2 | $1.33M | Sell |
26,086
-236
| -0.9% | -$12K | 0.66% | 43 |
|
|
2017
Q1 | $1.24M | Buy |
26,322
+872
| +3% | +$41.2K | 0.64% | 48 |
|
|
2016
Q4 | $1.21M | Sell |
25,450
-191
| -0.7% | -$9.05K | 0.69% | 43 |
|
|
2016
Q3 | $1.02M | Hold |
25,641
| – | – | 0.61% | 46 |
|
|
2016
Q2 | $996K | Sell |
25,641
-48
| -0.2% | -$1.87K | 0.6% | 47 |
|
|
2016
Q1 | $946K | Buy |
25,689
+423
| +2% | +$15.6K | 0.61% | 48 |
|
|
2015
Q4 | $1.04M | Sell |
25,266
-99
| -0.4% | -$4.08K | 0.75% | 37 |
|
|
2015
Q3 | $993K | Sell |
25,365
-747
| -3% | -$29.2K | 0.79% | 37 |
|
|
2015
Q2 | $1.1M | Sell |
26,112
-1,374
| -5% | -$57.7K | 0.85% | 32 |
|
|
2015
Q1 | $1.11M | Sell |
27,486
-281
| -1% | -$11.3K | 0.85% | 35 |
|
|
2014
Q4 | $1.13M | Buy |
27,767
+473
| +2% | +$19.2K | 0.84% | 35 |
|
|
2014
Q3 | $1.06M | Buy |
27,294
+689
| +3% | +$26.7K | 0.9% | 31 |
|
|
2014
Q2 | $997K | Sell |
26,605
-3,732
| -12% | -$140K | 0.86% | 31 |
|
|
2014
Q1 | $1.07M | Hold |
30,337
| – | – | 0.98% | 25 |
|
|
2013
Q4 | $1.06M | Buy |
+30,337
| New | +$1.06M | 1.01% | 27 |
|