Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $27K | Hold |
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|
2021
Q3 | $24K | Hold |
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|
2021
Q2 | $24K | Sell |
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|
2021
Q1 | $79K | Hold |
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|
2020
Q4 | $71K | Hold |
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|
2020
Q3 | $57K | Hold |
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|
2020
Q2 | $64K | Hold |
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|
2020
Q1 | $56K | Hold |
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|
2019
Q4 | $84K | Hold |
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|
2019
Q3 | $75K | Hold |
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|
2019
Q2 | $74K | Sell |
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|
2019
Q1 | $95K | Hold |
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|
2018
Q4 | $89K | Buy |
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|
2018
Q3 | $85K | Hold |
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|
2018
Q2 | $90K | Buy |
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|
2016
Q2 | – | Hold |
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|
2016
Q1 | – | Hold |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $301K | Hold |
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|
2014
Q3 | $287K | Sell |
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|
2014
Q2 | $319K | Hold |
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|
2014
Q1 | $297K | Hold |
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|
2013
Q4 | $294K | Hold |
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|
2013
Q3 | $256K | Hold |
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|
2013
Q2 | $239K | Buy |
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