Winthrop Partners - WNY’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $677K | Sell |
14,982
-575
| -4% | -$26K | 0.46% | 61 |
|
|
2019
Q2 | $687K | Buy |
15,557
+145
| +0.9% | +$6.4K | 0.51% | 59 |
|
|
2019
Q1 | $793K | Sell |
15,412
-6,965
| -31% | -$358K | 0.62% | 54 |
|
|
2018
Q4 | $1.05M | Sell |
22,377
-425
| -2% | -$20K | 0.98% | 32 |
|
|
2018
Q3 | $1.16M | Sell |
22,802
-4,700
| -17% | -$240K | 0.94% | 35 |
|
|
2018
Q2 | $1.48M | Sell |
27,502
-1,900
| -6% | -$102K | 1.23% | 27 |
|
|
2018
Q1 | $1.49M | Hold |
29,402
| – | – | 1.14% | 24 |
|
|
2017
Q4 | $1.68M | Buy |
+29,402
| New | +$1.68M | 1.37% | 22 |
|