WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $96K | Hold |
1,873
| – | – | 0.02% | 535 |
|
|
2017
Q1 | $88K | Sell |
1,873
-35
| -2% | -$1.64K | 0.02% | 507 |
|
|
2016
Q4 | $90K | Buy |
1,908
+20
| +1% | +$943 | 0.02% | 551 |
|
|
2016
Q3 | $75K | Hold |
1,888
| – | – | 0.02% | 604 |
|
|
2016
Q2 | $73K | Hold |
1,888
| – | – | 0.02% | 583 |
|
|
2016
Q1 | $70K | Buy |
1,888
+30
| +2% | +$1.11K | 0.02% | 568 |
|
|
2015
Q4 | $77K | Buy |
1,858
+29
| +2% | +$1.2K | 0.02% | 538 |
|
|
2015
Q3 | $72K | Sell |
1,829
-89
| -5% | -$3.5K | 0.02% | 538 |
|
|
2015
Q2 | $80K | Sell |
1,918
-165
| -8% | -$6.88K | 0.02% | 595 |
|
|
2015
Q1 | $84K | Sell |
2,083
-379
| -15% | -$15.3K | 0.02% | 582 |
|
|
2014
Q4 | $100K | Buy |
2,462
+1
| +0% | +$41 | 0.02% | 635 |
|
|
2014
Q3 | $95K | Sell |
2,461
-1,949
| -44% | -$75.2K | 0.02% | 684 |
|
|
2014
Q2 | $165K | Buy |
4,410
+472
| +12% | +$17.7K | 0.03% | 496 |
|
|
2014
Q1 | $139K | Buy |
3,938
+1,563
| +66% | +$55.2K | 0.03% | 524 |
|
|
2013
Q4 | $83K | Buy |
2,375
+2
| +0.1% | +$70 | 0.01% | 810 |
|
|
2013
Q3 | $72K | Hold |
2,373
| – | – | 0.01% | 803 |
|
|
2013
Q2 | $67K | Buy |
+2,373
| New | +$67K | 0.01% | 778 |
|