Stratos Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,049
| Closed | -$233K | – | 706 |
|
|
2024
Q1 | $233K | Sell |
4,049
-683
| -14% | -$39.4K | 0.01% | 598 |
|
|
2023
Q4 | $246K | Sell |
4,732
-377
| -7% | -$19.6K | 0.01% | 598 |
|
|
2023
Q3 | $218K | Buy |
+5,109
| New | +$218K | 0.01% | 604 |
|
|
2022
Q2 | – | Sell |
-5,228
| Closed | -$259K | – | 509 |
|
|
2022
Q1 | $259K | Buy |
5,228
+31
| +0.6% | +$1.54K | 0.02% | 466 |
|
|
2021
Q4 | $302K | Buy |
5,197
+1,149
| +28% | +$66.8K | 0.02% | 464 |
|
|
2021
Q3 | $210K | Buy |
+4,048
| New | +$210K | 0.02% | 487 |
|
|
2021
Q2 | – | Sell |
-8,712
| Closed | -$412K | – | 533 |
|
|
2021
Q1 | $412K | Buy |
+8,712
| New | +$412K | 0.04% | 345 |
|