AAMC
Asset Allocation & Management Company’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,581
| Closed | -$476K | – | 54 |
|
|
2023
Q2 | $476K | Hold |
16,581
| – | – | 0.19% | 46 |
|
|
2023
Q1 | $474K | Hold |
16,581
| – | – | 0.19% | 68 |
|
|
2022
Q4 | $549K | Sell |
16,581
-6,291
| -28% | -$208K | 0.21% | 69 |
|
|
2022
Q3 | $691K | Hold |
22,872
| – | – | 0.28% | 61 |
|
|
2022
Q2 | $712K | Hold |
22,872
| – | – | 0.3% | 64 |
|
|
2022
Q1 | $943K | Hold |
22,872
| – | – | 0.34% | 66 |
|
|
2021
Q4 | $1.02M | Buy |
+22,872
| New | +$1.02M | 0.34% | 59 |
|