Win 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-647
| Closed | -$29.5K | – | 47 |
|
|
2022
Q4 | $29.5K | Buy |
647
+72
| +13% | +$3.28K | 0.01% | 65 |
|
|
2022
Q3 | $22K | Sell |
575
-8
| -1% | -$306 | 0.01% | 56 |
|
|
2022
Q2 | $25K | Buy |
583
+192
| +49% | +$8.23K | 0.05% | 72 |
|
|
2022
Q1 | $19K | Buy |
+391
| New | +$19K | 0.01% | 116 |
|