WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $21K | Buy |
273
+41
| +18% | +$3.15K | 0.01% | 451 |
|
|
2024
Q3 | $16.7K | Buy |
232
+10
| +5% | +$719 | ﹤0.01% | 539 |
|
|
2024
Q2 | $13.3K | Buy |
222
+68
| +44% | +$4.07K | ﹤0.01% | 532 |
|
|
2024
Q1 | $8.87K | Buy |
+154
| New | +$8.87K | ﹤0.01% | 617 |
|
|
2023
Q4 | – | Sell |
-1,275
| Closed | -$54.4K | – | 248 |
|
|
2023
Q3 | $54.4K | Hold |
1,275
| – | – | 0.02% | 309 |
|
|
2023
Q2 | $56.8K | Buy |
1,275
+878
| +221% | +$39.1K | 0.02% | 304 |
|
|
2023
Q1 | $18K | Buy |
+397
| New | +$18K | 0.01% | 445 |
|