Winifred I. Li’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $1.22M | Hold |
29,975
| – | – | 1.15% | 15 |
|
|
2014
Q3 | $1.16M | Sell |
29,975
-820
| -3% | -$31.8K | 1.11% | 16 |
|
|
2014
Q2 | $1.15M | Hold |
30,795
| – | – | 0.98% | 20 |
|
|
2014
Q1 | $1.09M | Sell |
30,795
-1,925
| -6% | -$67.9K | 0.94% | 20 |
|
|
2013
Q4 | $1.14M | Hold |
32,720
| – | – | 0.98% | 21 |
|
|
2013
Q3 | $987K | Sell |
32,720
-515
| -2% | -$15.5K | 0.91% | 21 |
|
|
2013
Q2 | $932K | Buy |
+33,235
| New | +$932K | 0.87% | 24 |
|