RIA
Regal Investment Advisors’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-36,795
| Closed | -$1.63M | – | 319 |
|
|
2019
Q2 | $1.63M | Buy |
36,795
+602
| +2% | +$26.6K | 0.32% | 101 |
|
|
2019
Q1 | $1.83M | Buy |
36,193
+976
| +3% | +$49.2K | 0.37% | 87 |
|
|
2018
Q4 | $1.66M | Sell |
35,217
-650
| -2% | -$30.6K | 0.36% | 89 |
|
|
2018
Q3 | $1.83M | Buy |
35,867
+6,369
| +22% | +$325K | 0.39% | 80 |
|
|
2018
Q2 | $1.59M | Sell |
29,498
-6,378
| -18% | -$344K | 0.48% | 64 |
|
|
2018
Q1 | $1.85M | Sell |
35,876
-117
| -0.3% | -$6.03K | 0.41% | 80 |
|
|
2017
Q4 | $1.94M | Sell |
35,993
-15
| -0% | -$808 | 0.43% | 78 |
|
|
2017
Q3 | $1.91M | Buy |
+36,008
| New | +$1.91M | 0.45% | 78 |
|
|
2015
Q4 | – | Sell |
-550
| Closed | -$21K | – | 332 |
|
|
2015
Q3 | $21K | Hold |
550
| – | – | 0.01% | 550 |
|
|
2015
Q2 | $23K | Hold |
550
| – | – | 0.01% | 533 |
|
|
2015
Q1 | $22K | Sell |
550
-100
| -15% | -$4K | 0.01% | 546 |
|
|
2014
Q4 | $26K | Sell |
650
-1,400
| -68% | -$56K | 0.01% | 491 |
|
|
2014
Q3 | $79K | Sell |
2,050
-450
| -18% | -$17.3K | 0.02% | 338 |
|
|
2014
Q2 | $94K | Buy |
2,500
+550
| +28% | +$20.7K | 0.03% | 292 |
|
|
2014
Q1 | $69K | Hold |
1,950
| – | – | 0.03% | 309 |
|
|
2013
Q4 | $68K | Hold |
1,950
| – | – | 0.04% | 250 |
|
|
2013
Q3 | $59K | Hold |
1,950
| – | – | 0.03% | 283 |
|
|
2013
Q2 | $55K | Buy |
+1,950
| New | +$55K | 0.03% | 281 |
|