Willingdon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $24K | Sell |
700
-65
| -8% | -$2.23K | 0.01% | 174 |
|
|
2019
Q4 | $39K | Hold |
765
| – | – | 0.01% | 188 |
|
|
2019
Q3 | $35K | Buy |
765
+65
| +9% | +$2.97K | 0.01% | 193 |
|
|
2019
Q2 | $31K | Hold |
700
| – | – | 0.01% | 192 |
|
|
2019
Q1 | $35K | Hold |
700
| – | – | 0.01% | 199 |
|
|
2018
Q4 | $33K | Hold |
700
| – | – | 0.01% | 207 |
|
|
2018
Q3 | $36K | Hold |
700
| – | – | 0.01% | 229 |
|
|
2018
Q2 | $38K | Hold |
700
| – | – | 0.01% | 197 |
|
|
2018
Q1 | $36K | Buy |
+700
| New | +$36K | 0.01% | 183 |
|