Wheatland 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $391K | Sell |
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|
2019
Q3 | $380K | Sell |
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|
2019
Q2 | $447K | Hold |
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|
2019
Q1 | $510K | Buy |
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|
2018
Q4 | $476K | Buy |
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|
2018
Q3 | $515K | Buy |
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|
2018
Q2 | $545K | Buy |
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|
2018
Q1 | $521K | Buy |
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|
2017
Q4 | $544K | Buy |
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|
2017
Q3 | $536K | Buy |
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|
2017
Q2 | $515K | Sell |
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|
2017
Q1 | $482K | Sell |
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|
2016
Q4 | $493K | Sell |
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|
2016
Q3 | $422K | Buy |
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|
2016
Q2 | $411K | Buy |
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|
2016
Q1 | $390K | Buy |
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|
2015
Q4 | $436K | Buy |
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|
2015
Q3 | $414K | Buy |
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|
2015
Q2 | $444K | Sell |
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|
2015
Q1 | $431K | Buy |
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|
2014
Q4 | $434K | Buy |
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|
2014
Q3 | $415K | Buy |
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|
2014
Q2 | $382K | Buy |
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|
2014
Q1 | $349K | Hold |
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|
2013
Q4 | $346K | Buy |
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