V Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,892
| Closed | -$218K | – | 140 |
|
|
2023
Q2 | $218K | Buy |
4,892
+4
| +0.1% | +$178 | 0.04% | 348 |
|
|
2023
Q1 | $222K | Buy |
4,888
+95
| +2% | +$4.32K | 0.04% | 339 |
|
|
2022
Q4 | $218K | Buy |
+4,793
| New | +$218K | 0.05% | 327 |
|
|
2022
Q3 | – | Sell |
-4,786
| Closed | -$200K | – | 377 |
|
|
2022
Q2 | $200K | Buy |
4,786
+400
| +9% | +$16.7K | 0.04% | 388 |
|
|
2022
Q1 | $218K | Buy |
4,386
+357
| +9% | +$17.7K | 0.03% | 410 |
|
|
2021
Q4 | $234K | Hold |
4,029
| – | – | 0.03% | 403 |
|
|
2021
Q3 | $209K | Sell |
4,029
-175
| -4% | -$9.08K | 0.03% | 435 |
|
|
2021
Q2 | $215K | Buy |
+4,204
| New | +$215K | 0.03% | 438 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$15K | – | 249 |
|
|
2017
Q2 | $15K | Buy |
+300
| New | +$15K | 0.01% | 494 |
|