Aspire Wealth Management’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
Q2 | – | Sell |
-7,611
| Closed | -$218K | – | 191 |
|
|
2023
Q1 | $218K | Buy |
7,611
+1,120
| +17% | +$32K | 0.18% | 84 |
|
|
2022
Q4 | $215K | Sell |
6,491
-827
| -11% | -$27.4K | 0.19% | 81 |
|
|
2022
Q3 | $221K | Buy |
7,318
+278
| +4% | +$8.4K | 0.21% | 75 |
|
|
2022
Q2 | $219K | Buy |
7,040
+1
| +0% | +$31 | 0.2% | 80 |
|
|
2022
Q1 | $290K | Buy |
7,039
+1
| +0% | +$41 | 0.23% | 72 |
|
|
2021
Q4 | $313K | Buy |
+7,038
| New | +$313K | 0.25% | 65 |
|