55I LLC’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$3.42M Buy
2022
Q2
$1M Sell
2022
Q1
$1.51M Buy
2021
Q4
$1.56M Sell
2021
Q3
$2.01M Buy
2021
Q2
$1.22M Buy
2021
Q1
$652K Buy
2020
Q4
$451K Sell
2020
Q3
$475K Buy
2019
Q2
Sell
2019
Q1
$567K Buy