Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $721K | Buy |
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|
2023
Q3 | $559K | Sell |
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|
2023
Q2 | $619K | Sell |
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|
2023
Q1 | $702K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $480K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.03M | Sell |
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|
2020
Q3 | $940K | Sell |
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|
2020
Q2 | $1.27M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $227K | Buy |
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