Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $233K | Buy |
+6,784
| New | +$233K | 0.01% | 410 |
|
|
2019
Q2 | – | Sell |
-5,266
| Closed | -$266K | – | 652 |
|
|
2019
Q1 | $266K | Buy |
5,266
+107
| +2% | +$5.41K | 0.02% | 383 |
|
|
2018
Q4 | $243K | Buy |
5,159
+501
| +11% | +$23.6K | 0.02% | 365 |
|
|
2018
Q3 | $238K | Buy |
4,658
+504
| +12% | +$25.8K | 0.02% | 413 |
|
|
2018
Q2 | $224K | Buy |
4,154
+452
| +12% | +$24.4K | 0.02% | 429 |
|
|
2018
Q1 | $191K | Sell |
3,702
-987
| -21% | -$50.9K | 0.02% | 484 |
|
|
2017
Q4 | $253K | Buy |
4,689
+1,194
| +34% | +$64.4K | 0.02% | 413 |
|
|
2017
Q3 | $185K | Buy |
3,495
+18
| +0.5% | +$953 | 0.02% | 500 |
|
|
2017
Q2 | $177K | Buy |
3,477
+1,280
| +58% | +$65.2K | 0.02% | 497 |
|
|
2017
Q1 | $104K | Buy |
2,197
+92
| +4% | +$4.36K | 0.01% | 586 |
|
|
2016
Q4 | $100K | Buy |
2,105
+212
| +11% | +$10.1K | 0.02% | 578 |
|
|
2016
Q3 | $75K | Sell |
1,893
-950
| -33% | -$37.6K | 0.01% | 661 |
|
|
2016
Q2 | $110K | Buy |
2,843
+972
| +52% | +$37.6K | 0.02% | 513 |
|
|
2016
Q1 | $69K | Sell |
1,871
-41
| -2% | -$1.51K | 0.01% | 619 |
|
|
2015
Q4 | $79K | Buy |
+1,912
| New | +$79K | 0.01% | 588 |
|