Sculati Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,835
| Closed | -$220K | – | 115 |
|
|
2022
Q4 | $220K | Sell |
4,835
-16,720
| -78% | -$761K | 0.12% | 98 |
|
|
2022
Q3 | $830K | Buy |
21,555
+220
| +1% | +$8.47K | 0.49% | 61 |
|
|
2022
Q2 | $890K | Buy |
21,335
+3,740
| +21% | +$156K | 0.51% | 63 |
|
|
2022
Q1 | $873K | Buy |
17,595
+5,025
| +40% | +$249K | 0.43% | 70 |
|
|
2021
Q4 | $730K | Buy |
12,570
+4,955
| +65% | +$288K | 0.35% | 76 |
|
|
2021
Q3 | $395K | Buy |
+7,615
| New | +$395K | 0.21% | 88 |
|