Visionary Asset Management’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $313K | Buy |
6,660
+422
| +7% | +$19.8K | 0.12% | 53 |
|
2018
Q3 | $318K | Buy |
6,238
+416
| +7% | +$21.2K | 0.1% | 191 |
|
2018
Q2 | $314K | Sell |
5,822
-256
| -4% | -$13.8K | 0.11% | 166 |
|
2018
Q1 | $310K | Sell |
6,078
-109
| -2% | -$5.56K | 0.1% | 152 |
|
2017
Q4 | $333K | Buy |
6,187
+755
| +14% | +$40.6K | 0.09% | 139 |
|
2017
Q3 | $288K | Buy |
5,432
+696
| +15% | +$36.9K | 0.08% | 153 |
|
2017
Q2 | $242K | Buy |
+4,736
| New | +$242K | 0.07% | 168 |
|
2015
Q1 | – | Sell |
-65
| Closed | -$3K | – | 112 |
|
2014
Q4 | $3K | Buy |
65
+6
| +10% | +$277 | ﹤0.01% | 162 |
|
2014
Q3 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 119 |
|