Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $233K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $266K | Buy |
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|
2018
Q4 | $243K | Buy |
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|
2018
Q3 | $238K | Buy |
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|
2018
Q2 | $224K | Buy |
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|
2018
Q1 | $191K | Sell |
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|
2017
Q4 | $253K | Buy |
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|
2017
Q3 | $185K | Buy |
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|
2017
Q2 | $177K | Buy |
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|
2017
Q1 | $104K | Buy |
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|
2016
Q4 | $100K | Buy |
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|
2016
Q3 | $75K | Sell |
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|
2016
Q2 | $110K | Buy |
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|
2016
Q1 | $69K | Sell |
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|
2015
Q4 | $79K | Buy |
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