Wealthfront’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
Q3 | $2.09M | Sell |
41,068
-4,903
| -11% | -$250K | 0.02% | 121 |
|
|
2018
Q2 | $2.48M | Sell |
45,971
-547
| -1% | -$29.5K | 0.03% | 100 |
|
|
2018
Q1 | $2.4M | Sell |
46,518
-1,244
| -3% | -$64.1K | 0.02% | 113 |
|
|
2017
Q4 | $2.57M | Buy |
47,762
+2,974
| +7% | +$160K | 0.03% | 94 |
|
|
2017
Q3 | $2.38M | Buy |
44,788
+1,452
| +3% | +$77K | 0.03% | 96 |
|
|
2017
Q2 | $2.21M | Buy |
43,336
+6,494
| +18% | +$331K | 0.03% | 88 |
|
|
2017
Q1 | $1.74M | Buy |
36,842
+3,291
| +10% | +$155K | 0.03% | 91 |
|
|
2016
Q4 | $1.59M | Buy |
33,551
+4,735
| +16% | +$224K | 0.04% | 87 |
|
|
2016
Q3 | $1.15M | Sell |
28,816
-2,301
| -7% | -$91.7K | 0.03% | 98 |
|
|
2016
Q2 | $1.21M | Buy |
31,117
+12,090
| +64% | +$470K | 0.03% | 84 |
|
|
2016
Q1 | $701K | Sell |
19,027
-6,255
| -25% | -$230K | 0.02% | 110 |
|
|
2015
Q4 | $1.04M | Buy |
25,282
+5,928
| +31% | +$244K | 0.04% | 82 |
|
|
2015
Q3 | $758K | Buy |
19,354
+8,125
| +72% | +$318K | 0.03% | 99 |
|
|
2015
Q2 | $471K | Buy |
11,229
+2,207
| +24% | +$92.6K | 0.02% | 110 |
|
|
2015
Q1 | $363K | Buy |
9,022
+2,450
| +37% | +$98.6K | 0.02% | 123 |
|
|
2014
Q4 | $267K | Sell |
6,572
-317
| -5% | -$12.9K | 0.02% | 143 |
|
|
2014
Q3 | $267K | Buy |
6,889
+1,708
| +33% | +$66.2K | 0.02% | 111 |
|
|
2014
Q2 | $197K | Buy |
5,181
+2,675
| +107% | +$102K | 0.02% | 111 |
|
|
2014
Q1 | $89K | Buy |
+2,506
| New | +$89K | 0.01% | 145 |
|