TFO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8
| Closed | -$461 | – | 144 |
|
|
2024
Q1 | $461 | Sell |
8
-10
| -56% | -$576 | ﹤0.01% | 284 |
|
|
2023
Q4 | $937 | Hold |
18
| – | – | ﹤0.01% | 208 |
|
|
2023
Q3 | $801 | Buy |
18
+10
| +125% | +$445 | ﹤0.01% | 332 |
|
|
2023
Q2 | $356 | Hold |
8
| – | – | ﹤0.01% | 363 |
|
|
2023
Q1 | $364 | Sell |
8
-551
| -99% | -$25.1K | ﹤0.01% | 316 |
|
|
2022
Q4 | $18.5K | Buy |
+559
| New | +$18.5K | ﹤0.01% | 88 |
|
|
2022
Q3 | – | Sell |
-15
| Closed | -$1K | – | 176 |
|
|
2022
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 380 |
|