YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-6,860
| Closed | -$236K | – | 216 |
|
|
2020
Q3 | $236K | Hold |
6,860
| – | – | 0.1% | 157 |
|
|
2020
Q2 | $265K | Hold |
6,860
| – | – | 0.12% | 144 |
|
|
2020
Q1 | $231K | Hold |
6,860
| – | – | 0.14% | 138 |
|
|
2019
Q4 | $345K | Hold |
6,860
| – | – | 0.16% | 132 |
|
|
2019
Q3 | $310K | Sell |
6,860
-892
| -12% | -$40.3K | 0.16% | 132 |
|
|
2019
Q2 | $342K | Sell |
7,752
-3,672
| -32% | -$162K | 0.15% | 125 |
|
|
2019
Q1 | $576K | Sell |
11,424
-31
| -0.3% | -$1.56K | 0.27% | 84 |
|
|
2018
Q4 | $539K | Buy |
11,455
+29
| +0.3% | +$1.37K | 0.29% | 86 |
|
|
2018
Q3 | $593K | Buy |
11,426
+142
| +1% | +$7.37K | 0.27% | 86 |
|
|
2018
Q2 | $609K | Buy |
11,284
+568
| +5% | +$30.7K | 0.27% | 87 |
|
|
2018
Q1 | $557K | Buy |
10,716
+500
| +5% | +$26K | 0.26% | 91 |
|
|
2017
Q4 | $556K | Buy |
10,216
+1,340
| +15% | +$72.9K | 0.27% | 89 |
|
|
2017
Q3 | $471K | Sell |
8,876
-957
| -10% | -$50.8K | 0.24% | 91 |
|
|
2017
Q2 | $510K | Sell |
9,833
-383
| -4% | -$19.9K | 0.27% | 84 |
|
|
2017
Q1 | $481K | Buy |
10,216
+5,888
| +136% | +$277K | 0.25% | 88 |
|
|
2016
Q4 | $205K | Buy |
+4,328
| New | +$205K | 0.12% | 155 |
|