Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,820
| Closed | -$109K | – | 134 |
|
|
2021
Q1 | $109K | Buy |
2,820
+320
| +13% | +$12.4K | 0.07% | 146 |
|
|
2020
Q4 | $76K | Sell |
2,500
-1,617
| -39% | -$49.2K | 0.05% | 166 |
|
|
2020
Q3 | $99K | Sell |
4,117
-96
| -2% | -$2.31K | 0.08% | 147 |
|
|
2020
Q2 | $100K | Sell |
4,213
-4,897
| -54% | -$116K | 0.08% | 152 |
|
|
2020
Q1 | $193K | Sell |
9,110
-9,524
| -51% | -$202K | 0.18% | 109 |
|
|
2019
Q4 | $656K | Buy |
+18,634
| New | +$656K | 0.5% | 58 |
|