Wealthstreet Investment Advisors’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
Q1 | – | Sell |
-6,200
| Closed | -$312K | – | 307 |
|
|
2019
Q4 | $312K | Sell |
6,200
-200
| -3% | -$10.1K | 0.04% | 286 |
|
|
2019
Q3 | $298K | Hold |
6,400
| – | – | 0.04% | 281 |
|
|
2019
Q2 | $283K | Buy |
6,400
+200
| +3% | +$8.84K | 0.04% | 288 |
|
|
2019
Q1 | $313K | Hold |
6,200
| – | – | 0.04% | 273 |
|
|
2018
Q4 | $331K | Hold |
6,200
| – | – | 0.05% | 258 |
|
|
2018
Q3 | $316K | Hold |
6,200
| – | – | 0.04% | 286 |
|
|
2018
Q2 | $334K | Hold |
6,200
| – | – | 0.04% | 275 |
|
|
2018
Q1 | $319K | Hold |
6,200
| – | – | 0.04% | 278 |
|
|
2017
Q4 | $334K | Buy |
+6,200
| New | +$334K | 0.04% | 276 |
|