SIAP
Sterling Investment Advisors (Pennsylvania)’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-133
| Closed | -$7K | – | 564 |
|
|
2021
Q3 | $7K | Buy |
+133
| New | +$7K | ﹤0.01% | 456 |
|
|
2019
Q2 | – | Sell |
-27,617
| Closed | -$1.39M | – | 420 |
|
|
2019
Q1 | $1.39M | Sell |
27,617
-94
| -0.3% | -$4.74K | 0.71% | 50 |
|
|
2018
Q4 | $1.3M | Buy |
27,711
+905
| +3% | +$42.6K | 0.77% | 47 |
|
|
2018
Q3 | $1.37M | Buy |
26,806
+556
| +2% | +$28.4K | 0.72% | 48 |
|
|
2018
Q2 | $1.42M | Hold |
26,250
| – | – | 0.84% | 43 |
|
|
2018
Q1 | $1.35M | Hold |
26,250
| – | – | 0.83% | 40 |
|
|
2017
Q4 | $1.41M | Hold |
26,250
| – | – | 0.88% | 39 |
|
|
2017
Q3 | $1.39M | Buy |
26,250
+2,050
| +8% | +$109K | 0.92% | 35 |
|
|
2017
Q2 | $1.24M | Buy |
+24,200
| New | +$1.24M | 0.82% | 43 |
|