Private Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-7,729
| Closed | -$416K | – | 106 |
|
|
2017
Q4 | $416K | Sell |
7,729
-996
| -11% | -$53.6K | 0.22% | 92 |
|
|
2017
Q3 | $462K | Sell |
8,725
-556
| -6% | -$29.4K | 0.27% | 65 |
|
|
2017
Q2 | $474K | Sell |
9,281
-9,943
| -52% | -$508K | 0.28% | 69 |
|
|
2017
Q1 | $908K | Buy |
19,224
+1,533
| +9% | +$72.4K | 0.61% | 47 |
|
|
2016
Q4 | $838K | Buy |
+17,691
| New | +$838K | 0.58% | 51 |
|