TWM
Torch Wealth Management’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-33,250
| Closed | -$1.33M | – | 96 |
|
|
2016
Q3 | $1.33M | Sell |
33,250
-75
| -0.2% | -$2.99K | 0.97% | 42 |
|
|
2016
Q2 | $1.3M | Hold |
33,325
| – | – | 0.95% | 43 |
|
|
2016
Q1 | $1.23M | Buy |
33,325
+100
| +0.3% | +$3.68K | 0.92% | 41 |
|
|
2015
Q4 | $1.37M | Buy |
33,225
+5,000
| +18% | +$206K | 1% | 36 |
|
|
2015
Q3 | $1.11M | Sell |
28,225
-1,550
| -5% | -$60.7K | 0.85% | 50 |
|
|
2015
Q2 | $1.25M | Buy |
+29,775
| New | +$1.25M | 0.87% | 46 |
|