Unigestion Holding’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 |
-11,534
| Closed | -$665K | – | 146 |
|
|
2024
Q1 | $665K | Buy |
+11,534
| New | +$665K | 0.03% | 125 |
|
|
2020
Q3 | – | Sell |
-53,617
| Closed | -$2.07M | – | 189 |
|
|
2020
Q2 | $2.07M | Sell |
53,617
-39,917
| -43% | -$1.54M | 0.07% | 104 |
|
|
2020
Q1 | $3.15M | Buy |
+93,534
| New | +$3.15M | 0.12% | 99 |
|