YorkBridge Wealth Partners’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $236K | Hold |
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|
2020
Q2 | $265K | Hold |
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|
2020
Q1 | $231K | Hold |
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|
2019
Q4 | $345K | Hold |
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|
2019
Q3 | $310K | Sell |
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|
2019
Q2 | $342K | Sell |
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|
2019
Q1 | $576K | Sell |
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|
2018
Q4 | $539K | Buy |
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|
2018
Q3 | $593K | Buy |
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|
2018
Q2 | $609K | Buy |
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|
2018
Q1 | $557K | Buy |
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|
2017
Q4 | $556K | Buy |
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|
2017
Q3 | $471K | Sell |
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|
2017
Q2 | $510K | Sell |
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|
2017
Q1 | $481K | Buy |
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|
2016
Q4 | $205K | Buy |
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