180 Wealth Advisors’s Bank of America Series L BAC.PRL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.14M | Buy |
938
+146
| +18% | +$177K | 0.16% | 134 |
|
2025
Q1 | $978K | Buy |
792
+595
| +302% | +$735K | 0.16% | 139 |
|
2024
Q4 | $240K | Sell |
197
-1
| -0.5% | -$1.22K | 0.04% | 353 |
|
2024
Q3 | $252K | Sell |
198
-1
| -0.5% | -$1.27K | 0.04% | 364 |
|
2024
Q2 | $240K | Buy |
199
+20
| +11% | +$24.1K | 0.04% | 362 |
|
2024
Q1 | $214K | Buy |
+179
| New | +$214K | 0.04% | 360 |
|