WR Wealth Planners’s BNY Mellon Short Duration Corporate Bond ETF BKSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-299
| Closed | -$14.1K | – | 951 |
|
|
2023
Q2 | $14.1K | Hold |
299
| – | – | 0.01% | 489 |
|
|
2023
Q1 | $14.2K | Sell |
299
-274
| -48% | -$13K | 0.01% | 480 |
|
|
2022
Q4 | $26.8K | Sell |
573
-1,435
| -71% | -$67.1K | 0.02% | 203 |
|
|
2022
Q3 | $92.8K | Hold |
2,008
| – | – | 0.07% | 129 |
|
|
2022
Q2 | $95.2K | Sell |
2,008
-9,937
| -83% | -$471K | 0.06% | 136 |
|
|
2022
Q1 | $580K | Buy |
+11,945
| New | +$580K | 0.35% | 51 |
|