Advocacy Wealth Management Services’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 |
-362
| Closed | -$16K | – | 186 |
|
|
2021
Q4 | $16K | Hold |
362
| – | – | ﹤0.01% | 107 |
|
|
2021
Q3 | $15K | Sell |
362
-192
| -35% | -$7.96K | ﹤0.01% | 108 |
|
|
2021
Q2 | $23K | Buy |
+554
| New | +$23K | ﹤0.01% | 100 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$12K | – | 132 |
|
|
2018
Q4 | $12K | Hold |
500
| – | – | 0.01% | 109 |
|
|
2018
Q3 | $15K | Hold |
500
| – | – | 0.01% | 105 |
|
|
2018
Q2 | $14K | Hold |
500
| – | – | 0.01% | 109 |
|
|
2018
Q1 | $15K | Hold |
500
| – | – | 0.01% | 108 |
|
|
2017
Q4 | $15K | Hold |
500
| – | – | 0.01% | 126 |
|
|
2017
Q3 | $13K | Hold |
500
| – | – | 0.01% | 162 |
|
|
2017
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 170 |
|
|
2017
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 182 |
|
|
2016
Q4 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 186 |
|
|
2016
Q2 | – | Sell |
-2,000
| Closed | -$27K | – | 397 |
|
|
2016
Q1 | $27K | Hold |
2,000
| – | – | 0.02% | 248 |
|
|
2015
Q4 | $34K | Buy |
+2,000
| New | +$34K | 0.04% | 198 |
|