Alera Investment Advisors’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
Q3 | $740K | Sell |
18,648
-872
| -4% | -$34.6K | 0.09% | 95 |
|
|
2024
Q2 | $776K | Sell |
19,520
-897
| -4% | -$35.7K | 0.09% | 91 |
|
|
2024
Q1 | $774K | Buy |
+20,417
| New | +$774K | 0.1% | 87 |
|
|
2022
Q4 | – | Sell |
-7,213
| Closed | -$218K | – | 178 |
|
|
2022
Q3 | $218K | Buy |
7,213
+495
| +7% | +$15K | 0.06% | 158 |
|
|
2022
Q2 | $209K | Buy |
6,718
+430
| +7% | +$13.4K | 0.06% | 171 |
|
|
2022
Q1 | $259K | Buy |
+6,288
| New | +$259K | 0.06% | 159 |
|
|
2019
Q2 | – | Sell |
-4,313
| Closed | -$119K | – | 162 |
|
|
2019
Q1 | $119K | Buy |
4,313
+2,537
| +143% | +$70K | 0.06% | 96 |
|
|
2018
Q4 | $44K | Buy |
+1,776
| New | +$44K | 0.03% | 186 |
|