Acute Investment Advisory’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
Q4 | – | Sell |
-7,104
| Closed | -$282K | – | 18 |
|
2024
Q3 | $282K | Hold |
7,104
| – | – | 0.16% | 15 |
|
2024
Q2 | $283K | Hold |
7,104
| – | – | 0.16% | 14 |
|
2024
Q1 | $269K | Sell |
7,104
-1,071
| -13% | -$40.6K | 0.18% | 9 |
|
2023
Q4 | $275K | Buy |
8,175
+762
| +10% | +$25.7K | 0.16% | 13 |
|
2023
Q3 | $203K | Buy |
+7,413
| New | +$203K | 0.12% | 13 |
|
2023
Q1 | – | Sell |
-7,498
| Closed | -$248K | – | 14 |
|
2022
Q4 | $248K | Buy |
+7,498
| New | +$248K | 0.17% | 18 |
|