1900 Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,181
| Closed | -$376K | – | 240 |
|
|
2023
Q4 | $376K | Sell |
11,181
-3,510
| -24% | -$118K | 0.03% | 222 |
|
|
2023
Q3 | $402K | Buy |
+14,691
| New | +$402K | 0.04% | 209 |
|
|
2022
Q2 | – | Sell |
-5,461
| Closed | -$225K | – | 224 |
|
|
2022
Q1 | $225K | Hold |
5,461
| – | – | 0.02% | 228 |
|
|
2021
Q4 | $243K | Buy |
+5,461
| New | +$243K | 0.02% | 218 |
|