Affinity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,452
| Closed | -$214K | – | 111 |
|
|
2022
Q4 | $214K | Sell |
6,452
-470
| -7% | -$15.6K | 0.05% | 98 |
|
|
2022
Q3 | $209K | Hold |
6,922
| – | – | 0.05% | 89 |
|
|
2022
Q2 | $217K | Buy |
6,922
+11
| +0.2% | +$345 | 0.05% | 92 |
|
|
2022
Q1 | $268K | Buy |
6,911
+1,740
| +34% | +$67.5K | 0.05% | 86 |
|
|
2021
Q4 | $245K | Hold |
5,171
| – | – | 0.05% | 100 |
|
|
2021
Q3 | $223K | Buy |
+5,171
| New | +$223K | 0.04% | 108 |
|