Sugarloaf Wealth Management’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
Q4 | $12K | Hold |
156
| – | – | ﹤0.01% | 473 |
|
|
2024
Q3 | $11.2K | Hold |
156
| – | – | ﹤0.01% | 490 |
|
|
2024
Q2 | $9.34K | Hold |
156
| – | – | ﹤0.01% | 485 |
|
|
2024
Q1 | $8.99K | Hold |
156
| – | – | ﹤0.01% | 496 |
|
|
2023
Q4 | $8.12K | Hold |
156
| – | – | ﹤0.01% | 507 |
|
|
2023
Q3 | $6.65K | Hold |
156
| – | – | ﹤0.01% | 512 |
|
|
2023
Q2 | $6.95K | Hold |
156
| – | – | ﹤0.01% | 520 |
|
|
2023
Q1 | $7.09K | Hold |
156
| – | – | ﹤0.01% | 514 |
|
|
2022
Q4 | $7.1K | Sell |
156
-200
| -56% | -$9.1K | ﹤0.01% | 528 |
|
|
2022
Q3 | $14K | Hold |
356
| – | – | ﹤0.01% | 458 |
|
|
2022
Q2 | $15K | Hold |
356
| – | – | ﹤0.01% | 445 |
|
|
2022
Q1 | $18K | Hold |
356
| – | – | ﹤0.01% | 411 |
|
|
2021
Q4 | $21K | Hold |
356
| – | – | 0.01% | 412 |
|
|
2021
Q3 | $18K | Hold |
356
| – | – | ﹤0.01% | 436 |
|
|
2021
Q2 | $18K | Hold |
356
| – | – | ﹤0.01% | 424 |
|
|
2021
Q1 | $17 | Hold |
356
| – | – | 0.01% | 432 |
|
|
2020
Q4 | $15K | Hold |
356
| – | – | 0.01% | 425 |
|
|
2020
Q3 | $12K | Hold |
356
| – | – | ﹤0.01% | 430 |
|
|
2020
Q2 | $14K | Hold |
356
| – | – | 0.01% | 398 |
|
|
2020
Q1 | $12K | Hold |
356
| – | – | 0.01% | 404 |
|
|
2019
Q4 | $18K | Buy |
+356
| New | +$18K | 0.01% | 381 |
|