Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $9K | Sell |
268
-820
| -75% | -$27.5K | ﹤0.01% | 560 |
|
|
2020
Q2 | $42K | Hold |
1,088
| – | – | 0.02% | 325 |
|
|
2020
Q1 | $37K | Hold |
1,088
| – | – | 0.02% | 310 |
|
|
2019
Q4 | $55K | Hold |
1,088
| – | – | 0.02% | 297 |
|
|
2019
Q3 | $49K | Sell |
1,088
-232
| -18% | -$10.4K | 0.02% | 310 |
|
|
2019
Q2 | $58K | Hold |
1,320
| – | – | 0.03% | 273 |
|
|
2019
Q1 | $67K | Hold |
1,320
| – | – | 0.03% | 246 |
|
|
2018
Q4 | $62K | Hold |
1,320
| – | – | 0.03% | 243 |
|
|
2018
Q3 | $67K | Hold |
1,320
| – | – | 0.04% | 253 |
|
|
2018
Q2 | $71K | Hold |
1,320
| – | – | 0.04% | 239 |
|
|
2018
Q1 | $68K | Buy |
1,320
+500
| +61% | +$25.8K | 0.04% | 240 |
|
|
2017
Q4 | $44K | Sell |
820
-98
| -11% | -$5.26K | 0.02% | 332 |
|
|
2017
Q3 | $49K | Buy |
918
+98
| +12% | +$5.23K | 0.03% | 302 |
|
|
2017
Q2 | $42K | Buy |
+820
| New | +$42K | 0.02% | 309 |
|