Steward Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 372 |
|
|
2023
Q2 | – | Sell |
-229
| Closed | -$10K | – | 520 |
|
|
2023
Q1 | $10K | Buy |
229
+132
| +136% | +$5.76K | ﹤0.01% | 189 |
|
|
2022
Q4 | $4K | Buy |
+97
| New | +$4K | ﹤0.01% | 217 |
|
|
2022
Q3 | – | Sell |
-54
| Closed | -$2K | – | 220 |
|
|
2022
Q2 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 520 |
|