Sutton Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $17.4K | Buy |
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|
2023
Q2 | $15.6K | Hold |
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|
2023
Q1 | $15.9K | Sell |
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|
2022
Q4 | $181K | Sell |
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|
2022
Q3 | $155K | Sell |
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|
2022
Q2 | $168K | Sell |
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|
2022
Q1 | $256K | Buy |
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|
2021
Q4 | $300K | Hold |
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|
2021
Q3 | $267K | Buy |
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|
2021
Q2 | $264K | Hold |
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|
2021
Q1 | $244K | Buy |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q3 | $175K | Hold |
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|
2020
Q2 | $197K | Sell |
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|
2020
Q1 | $179K | Buy |
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|
2019
Q4 | $265K | Hold |
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|
2019
Q3 | $238K | Hold |
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|
2019
Q2 | $233K | Hold |
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|
2019
Q1 | $266K | Hold |
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|
2018
Q4 | $248K | Buy |
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|
2018
Q3 | $258K | Hold |
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|
2018
Q2 | $273K | Hold |
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|
2018
Q1 | $261K | Hold |
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|
2017
Q4 | $273K | Sell |
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|
2017
Q3 | $269K | Sell |
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|
2017
Q2 | $259K | Hold |
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|
2017
Q1 | $240K | Hold |
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|
2016
Q4 | $240K | Hold |
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|
2016
Q3 | $202K | Hold |
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|
2016
Q2 | $197K | Hold |
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|
2016
Q1 | $187K | Buy |
|