Ahrens Investment Partners’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 | $30.7K | Buy |
+1,072
| New | +$30.7K | 0.02% | 397 |
|
|
2022
Q3 | – | Sell |
-1,339
| Closed | -$42K | – | 220 |
|
|
2022
Q2 | $42K | Hold |
1,339
| – | – | 0.02% | 359 |
|
|
2022
Q1 | $55K | Hold |
1,339
| – | – | 0.02% | 366 |
|
|
2021
Q4 | $60K | Buy |
+1,339
| New | +$60K | 0.03% | 379 |
|
|
2017
Q3 | – | Sell |
-8,250
| Closed | -$200K | – | 161 |
|
|
2017
Q2 | $200K | Buy |
+8,250
| New | +$200K | 0.09% | 143 |
|
|
2017
Q1 | – | Sell |
-9,132
| Closed | -$202K | – | 158 |
|
|
2016
Q4 | $202K | Buy |
+9,132
| New | +$202K | 0.11% | 123 |
|