WBI Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-37,061
| Closed | -$1.87M | – | 214 |
|
|
2019
Q1 | $1.87M | Buy |
+37,061
| New | +$1.87M | 0.14% | 118 |
|
|
2018
Q3 | – | Sell |
-33,225
| Closed | -$1.79M | – | 249 |
|
|
2018
Q2 | $1.79M | Buy |
+33,225
| New | +$1.79M | 0.1% | 139 |
|
|
2015
Q3 | – | Sell |
-122,252
| Closed | -$5.13M | – | 159 |
|
|
2015
Q2 | $5.13M | Buy |
+122,252
| New | +$5.13M | 0.13% | 129 |
|