V Wealth Advisors’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $218K | Buy |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q4 | $218K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $200K | Buy |
|
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|
2022
Q1 | $218K | Buy |
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|
2021
Q4 | $234K | Hold |
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|
2021
Q3 | $209K | Sell |
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|
2021
Q2 | $215K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $15K | Buy |
|