Weld Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-30,626
| Closed | -$1.45M | – | 235 |
|
|
2021
Q1 | $1.45M | Buy |
+30,626
| New | +$1.45M | 0.61% | 38 |
|
|
2020
Q2 | – | Sell |
-20,956
| Closed | -$706K | – | 476 |
|
|
2020
Q1 | $706K | Buy |
20,956
+12,825
| +158% | +$432K | 0.36% | 90 |
|
|
2019
Q4 | $409K | Buy |
8,131
+1,490
| +22% | +$74.9K | 0.08% | 400 |
|
|
2019
Q3 | $300K | Buy |
+6,641
| New | +$300K | 0.05% | 561 |
|