Wright Investors Service’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
Q2 | – | Sell |
-8,669
| Closed | -$500K | – | 143 |
|
|
2024
Q1 | $500K | Buy |
+8,669
| New | +$500K | 0.13% | 128 |
|
|
2023
Q2 | – | Sell |
-5,287
| Closed | -$240K | – | 149 |
|
|
2023
Q1 | $240K | Buy |
+5,287
| New | +$240K | 0.07% | 147 |
|
|
2018
Q2 | – | Sell |
-31,654
| Closed | -$1.63M | – | 148 |
|
|
2018
Q1 | $1.63M | Buy |
31,654
+23
| +0.1% | +$1.19K | 0.56% | 50 |
|
|
2017
Q4 | $1.7M | Buy |
31,631
+3,966
| +14% | +$214K | 0.57% | 51 |
|
|
2017
Q3 | $1.47M | Sell |
27,665
-185
| -0.7% | -$9.81K | 0.53% | 51 |
|
|
2017
Q2 | $1.42M | Buy |
27,850
+3,940
| +16% | +$201K | 0.54% | 49 |
|
|
2017
Q1 | $1.13M | Buy |
23,910
+3,550
| +17% | +$168K | 0.46% | 61 |
|
|
2016
Q4 | $965K | Buy |
20,360
+13,195
| +184% | +$625K | 0.42% | 74 |
|
|
2016
Q3 | $286K | Hold |
7,165
| – | – | 0.12% | 183 |
|
|
2016
Q2 | $278K | Buy |
+7,165
| New | +$278K | 0.11% | 189 |
|