Wealthcare Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-157
| Closed | -$7K | – | 147 |
|
|
2021
Q1 | $7K | Buy |
+157
| New | +$7K | ﹤0.01% | 316 |
|
|
2020
Q2 | – | Sell |
-111
| Closed | -$4K | – | 74 |
|
|
2020
Q1 | $4K | Buy |
111
+32
| +41% | +$1.15K | ﹤0.01% | 179 |
|
|
2019
Q4 | $4K | Buy |
+79
| New | +$4K | ﹤0.01% | 274 |
|
|
2015
Q3 | – | Sell |
-115
| Closed | -$5K | – | 255 |
|
|
2015
Q2 | $5K | Sell |
115
-48
| -29% | -$2.09K | ﹤0.01% | 253 |
|
|
2015
Q1 | $7K | Buy |
+163
| New | +$7K | ﹤0.01% | 556 |
|