Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,903
| Closed | -$202K | – | 111 |
|
|
2022
Q1 | $202K | Buy |
4,903
+409
| +9% | +$16.9K | 0.12% | 115 |
|
|
2021
Q4 | $200K | Buy |
+4,494
| New | +$200K | 0.12% | 120 |
|
|
2019
Q2 | – | Sell |
-3,362
| Closed | -$92K | – | 119 |
|
|
2019
Q1 | $92K | Buy |
3,362
+12
| +0.4% | +$328 | 0.08% | 141 |
|
|
2018
Q4 | $83K | Buy |
3,350
+485
| +17% | +$12K | 0.08% | 141 |
|
|
2018
Q3 | $84K | Buy |
2,865
+9
| +0.3% | +$264 | 0.08% | 154 |
|
|
2018
Q2 | $81K | Buy |
2,856
+15
| +0.5% | +$425 | 0.08% | 146 |
|
|
2018
Q1 | $85K | Buy |
2,841
+300
| +12% | +$8.98K | 0.08% | 143 |
|
|
2017
Q4 | $75K | Buy |
+2,541
| New | +$75K | 0.07% | 156 |
|