Alterity Financial Group’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
Q3 | – | Sell |
-8,537
| Closed | -$245K | – | 70 |
|
|
2023
Q2 | $245K | Sell |
8,537
-260
| -3% | -$7.46K | 0.35% | 65 |
|
|
2023
Q1 | $252K | Buy |
8,797
+448
| +5% | +$12.8K | 0.37% | 61 |
|
|
2022
Q4 | $277K | Sell |
8,349
-979
| -10% | -$32.4K | 0.45% | 55 |
|
|
2022
Q3 | $282K | Sell |
9,328
-304
| -3% | -$9.19K | 0.46% | 59 |
|
|
2022
Q2 | $300K | Buy |
+9,632
| New | +$300K | 0.45% | 59 |
|
|
2021
Q4 | $348K | Buy |
+7,812
| New | +$348K | 0.37% | 68 |
|
|
2021
Q1 | $396K | Buy |
+9,611
| New | +$396K | 0.48% | 53 |
|