WealthSource Partners’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $339K | Buy |
6,504
+160
| +3% | +$8.33K | 0.02% | 393 |
|
|
2023
Q3 | $271K | Sell |
6,344
-431
| -6% | -$18.4K | 0.02% | 417 |
|
|
2023
Q2 | $302K | Buy |
6,775
+1,352
| +25% | +$60.2K | 0.02% | 411 |
|
|
2023
Q1 | $246K | Sell |
5,423
-46
| -0.8% | -$2.09K | 0.02% | 442 |
|
|
2022
Q4 | $249K | Buy |
+5,469
| New | +$249K | 0.02% | 430 |
|