WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,142
| Closed | -$50.8K | – | 397 |
|
|
2023
Q2 | $50.8K | Sell |
1,142
-76
| -6% | -$3.38K | 0.01% | 506 |
|
|
2023
Q1 | $55.4K | Buy |
+1,218
| New | +$55.4K | 0.01% | 536 |
|
|
2017
Q2 | – | Sell |
-238
| Closed | -$11.2K | – | 206 |
|
|
2017
Q1 | $11.2K | Buy |
+238
| New | +$11.2K | 0.04% | 255 |
|
|
2016
Q3 | $28.8K | Sell |
716
-711
| -50% | -$28.6K | 0.01% | 417 |
|
|
2016
Q2 | $27.8K | Buy |
+1,427
| New | +$27.8K | ﹤0.01% | 1211 |
|
|
2015
Q4 | $26.3K | Buy |
+1,706
| New | +$26.3K | ﹤0.01% | 815 |
|
|
2015
Q2 | $37K | Sell |
878
-231
| -21% | -$9.74K | 0.02% | 204 |
|
|
2015
Q1 | $44K | Buy |
+1,109
| New | +$44K | 0.02% | 251 |
|