Willingdon Wealth Management’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
$24K Sell
2019
Q4
$39K Hold
2019
Q3
$35K Buy
2019
Q2
$31K Hold
2019
Q1
$35K Hold
2018
Q4
$33K Hold
2018
Q3
$36K Hold
2018
Q2
$38K Hold
2018
Q1
$36K Buy