ARS Wealth Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $991K | Buy |
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|
2021
Q1 | $929K | Buy |
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|
2020
Q4 | $700K | Buy |
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|
2020
Q3 | $538K | Sell |
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|
2020
Q2 | $543K | Buy |
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|
2020
Q1 | $418K | Buy |
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|
2019
Q4 | $687K | Buy |
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|
2019
Q3 | $542K | Buy |
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|
2019
Q2 | $535K | Buy |
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|
2019
Q1 | $486K | Buy |
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|
2018
Q4 | $387K | Sell |
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|
2018
Q3 | $554K | Sell |
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|
2018
Q2 | $547K | Sell |
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|
2018
Q1 | $607K | Buy |
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|
2017
Q4 | $461K | Buy |
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|
2017
Q3 | $268K | Buy |
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|
2017
Q2 | $237K | Sell |
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|
2017
Q1 | $235K | Buy |
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|
2016
Q4 | $205K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $217K | Buy |
|