WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $96K | Hold |
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|
2017
Q1 | $88K | Sell |
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|
2016
Q4 | $90K | Buy |
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|
2016
Q3 | $75K | Hold |
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|
2016
Q2 | $73K | Hold |
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|
2016
Q1 | $70K | Buy |
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|
2015
Q4 | $77K | Buy |
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|
2015
Q3 | $72K | Sell |
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|
2015
Q2 | $80K | Sell |
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|
2015
Q1 | $84K | Sell |
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|
2014
Q4 | $100K | Buy |
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|
2014
Q3 | $95K | Sell |
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|
2014
Q2 | $165K | Buy |
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|
2014
Q1 | $139K | Buy |
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|
2013
Q4 | $83K | Buy |
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|
2013
Q3 | $72K | Hold |
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|
2013
Q2 | $67K | Buy |
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