Taylor Hoffman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-38
| Closed | -$1K | – | 140 |
|
|
2020
Q2 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 371 |
|
|
2020
Q1 | – | Sell |
-1,138
| Closed | -$57K | – | 137 |
|
|
2019
Q4 | $57K | Hold |
1,138
| – | – | 0.04% | 200 |
|
|
2019
Q3 | $51K | Hold |
1,138
| – | – | 0.04% | 203 |
|
|
2019
Q2 | $50K | Hold |
1,138
| – | – | 0.04% | 190 |
|
|
2019
Q1 | $57K | Hold |
1,138
| – | – | 0.04% | 184 |
|
|
2018
Q4 | $54K | Hold |
1,138
| – | – | 0.05% | 172 |
|
|
2018
Q3 | $58K | Hold |
1,138
| – | – | 0.05% | 174 |
|
|
2018
Q2 | $61K | Hold |
1,138
| – | – | 0.05% | 159 |
|
|
2018
Q1 | $59K | Hold |
1,138
| – | – | 0.05% | 169 |
|
|
2017
Q4 | $61K | Buy |
+1,138
| New | +$61K | 0.06% | 168 |
|