SWS Partners’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
2018
Q2
Sell
-136
Closed -$7K 125
2018
Q1
$7K Buy
136
+1
+0.7% +$51 0.01% 283
2017
Q4
$7K Buy
+135
New +$7K 0.01% 284