Sullivan, Bruyette, Speros & Blaney’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $983K | Buy |
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|
2020
Q4 | $318K | Buy |
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|
2020
Q3 | $242K | Hold |
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|
2020
Q2 | $272K | Hold |
|
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|
2020
Q1 | $237K | Sell |
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|
2019
Q4 | $357K | Buy |
|
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|
2019
Q3 | $318K | Hold |
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|
2019
Q2 | $311K | Buy |
|
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|
2019
Q1 | $333K | Sell |
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|
2018
Q4 | $329K | Hold |
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|
2018
Q3 | $356K | Hold |
|
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|
2018
Q2 | $377K | Hold |
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|
2018
Q1 | $360K | Hold |
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|
2017
Q4 | $376K | Sell |
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|
2017
Q3 | $372K | Sell |
|
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|
2017
Q2 | $360K | Buy |
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|
2017
Q1 | $330K | Hold |
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|
2016
Q4 | $331K | Hold |
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|
2016
Q3 | $279K | Hold |
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|
2016
Q2 | $271K | Buy |
|