Regal Investment Advisors’s Bank of New York Mellon BK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
2019
Q2
$1.63M Buy
2019
Q1
$1.82M Buy
2018
Q4
$1.66M Sell
2018
Q3
$1.83M Buy
2018
Q2
$1.59M Sell
2018
Q1
$1.85M Sell
2017
Q4
$1.94M Sell
2017
Q3
$1.91M Buy
2015
Q4
Sell
2015
Q3
$21K Hold
2015
Q2
$23K Hold
2015
Q1
$22K Sell
2014
Q4
$26K Sell
2014
Q3
$79K Sell
2014
Q2
$94K Buy
2014
Q1
$69K Hold
2013
Q4
$68K Hold
2013
Q3
$59K Hold
2013
Q2
$55K Buy