AAFMAA Wealth Management & Trust’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-104,177
| Closed | -$4.64M | – | 68 |
|
|
2021
Q4 | $4.64M | Buy |
104,177
+10,000
| +11% | +$445K | 2.02% | 23 |
|
|
2021
Q3 | $4M | Hold |
94,177
| – | – | 1.9% | 18 |
|
|
2021
Q2 | $3.88M | Buy |
+94,177
| New | +$3.88M | 1.78% | 23 |
|
|
2021
Q1 | – | Sell |
-154,546
| Closed | -$4.68M | – | 65 |
|
|
2020
Q4 | $4.68M | Buy |
+154,546
| New | +$4.68M | 2.26% | 19 |
|