Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $56.9K | Hold |
1,250
| – | – | ﹤0.01% | 422 |
|
|
2022
Q3 | $49K | Sell |
1,250
-51
| -4% | -$2K | ﹤0.01% | 415 |
|
|
2022
Q2 | $55K | Buy |
1,301
+51
| +4% | +$2.16K | ﹤0.01% | 403 |
|
|
2022
Q1 | $62K | Hold |
1,250
| – | – | ﹤0.01% | 408 |
|
|
2021
Q4 | $73K | Hold |
1,250
| – | – | 0.01% | 384 |
|
|
2021
Q3 | $65K | Hold |
1,250
| – | – | 0.01% | 398 |
|
|
2021
Q2 | $64K | Hold |
1,250
| – | – | 0.01% | 409 |
|
|
2021
Q1 | $59K | Hold |
1,250
| – | – | 0.01% | 409 |
|
|
2020
Q4 | $53K | Hold |
1,250
| – | – | ﹤0.01% | 416 |
|
|
2020
Q3 | $43K | Hold |
1,250
| – | – | ﹤0.01% | 400 |
|
|
2020
Q2 | $48K | Hold |
1,250
| – | – | 0.01% | 360 |
|
|
2020
Q1 | $42K | Sell |
1,250
-250
| -17% | -$8.4K | 0.01% | 360 |
|
|
2019
Q4 | $75K | Buy |
1,500
+250
| +20% | +$12.5K | 0.01% | 312 |
|
|
2019
Q3 | $57K | Hold |
1,250
| – | – | 0.01% | 329 |
|
|
2019
Q2 | $55K | Hold |
1,250
| – | – | 0.01% | 349 |
|
|
2019
Q1 | $63K | Sell |
1,250
-333
| -21% | -$16.8K | 0.01% | 338 |
|
|
2018
Q4 | $75K | Buy |
1,583
+333
| +27% | +$15.8K | 0.01% | 309 |
|
|
2018
Q3 | $64K | Hold |
1,250
| – | – | 0.01% | 332 |
|
|
2018
Q2 | $67K | Hold |
1,250
| – | – | 0.01% | 315 |
|
|
2018
Q1 | $64K | Hold |
1,250
| – | – | 0.01% | 322 |
|
|
2017
Q4 | $67K | Hold |
1,250
| – | – | 0.01% | 330 |
|
|
2017
Q3 | $66K | Hold |
1,250
| – | – | 0.01% | 327 |
|
|
2017
Q2 | $64K | Hold |
1,250
| – | – | 0.01% | 322 |
|
|
2017
Q1 | $59K | Hold |
1,250
| – | – | 0.01% | 337 |
|
|
2016
Q4 | $59K | Hold |
1,250
| – | – | 0.01% | 311 |
|
|
2016
Q3 | $50 | Hold |
1,250
| – | – | 0.01% | 343 |
|
|
2016
Q2 | $49K | Hold |
1,250
| – | – | 0.01% | 339 |
|
|
2016
Q1 | $46K | Buy |
+1,250
| New | +$46K | 0.01% | 368 |
|