Spinnaker Investment Group’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
Q2
Sell
-5,505
Closed -$290K 77
2022
Q1
$290K Sell
5,505
-950
-15% -$50K 0.09% 73
2021
Q4
$383K Buy
+6,455
New +$383K 0.13% 64