Wealthfront’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.09M | Sell |
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|
2018
Q2 | $2.48M | Sell |
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|
2018
Q1 | $2.4M | Sell |
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|
2017
Q4 | $2.57M | Buy |
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|
2017
Q3 | $2.38M | Buy |
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|
2017
Q2 | $2.21M | Buy |
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|
2017
Q1 | $1.74M | Buy |
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|
2016
Q4 | $1.59M | Buy |
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|
2016
Q3 | $1.15M | Sell |
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|
2016
Q2 | $1.21M | Buy |
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|
2016
Q1 | $701K | Sell |
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|
2015
Q4 | $1.04M | Buy |
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|
2015
Q3 | $758K | Buy |
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|
2015
Q2 | $471K | Buy |
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|
2015
Q1 | $363K | Buy |
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|
2014
Q4 | $267K | Sell |
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|
2014
Q3 | $267K | Buy |
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|
2014
Q2 | $197K | Buy |
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|
2014
Q1 | $89K | Buy |
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