AWS
Aris Wealth Services’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $51K | Sell |
3,242
-37,709
| -92% | -$593K | 0.11% | 84 |
|
|
2015
Q2 | $697K | Buy |
40,951
+3,254
| +9% | +$55.4K | 0.64% | 65 |
|
|
2015
Q1 | $580K | Buy |
37,697
+4,210
| +13% | +$64.8K | 0.54% | 68 |
|
|
2014
Q4 | $599K | Buy |
33,487
+735
| +2% | +$13.1K | 0.67% | 56 |
|
|
2014
Q3 | $558K | Buy |
32,752
+1,601
| +5% | +$27.3K | 0.69% | 56 |
|
|
2014
Q2 | $479K | Buy |
31,151
+1,686
| +6% | +$25.9K | 0.63% | 63 |
|
|
2014
Q1 | $507K | Sell |
29,465
-1,696
| -5% | -$29.2K | 0.74% | 44 |
|
|
2013
Q4 | $485K | Sell |
31,161
-2,352
| -7% | -$36.6K | 0.82% | 41 |
|
|
2013
Q3 | $462K | Buy |
33,513
+7,784
| +30% | +$107K | 0.85% | 40 |
|
|
2013
Q2 | $331K | Buy |
+25,729
| New | +$331K | 0.71% | 53 |
|