Balasa Dinverno & Foltz’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.2M | Buy |
39,817
+1,084
| +3% | +$32.7K | 0.08% | 109 |
|
|
2022
Q2 | $1.21M | Sell |
38,733
-5,055
| -12% | -$157K | 0.08% | 110 |
|
|
2022
Q1 | $1.81M | Buy |
43,788
+1,227
| +3% | +$50.6K | 0.12% | 77 |
|
|
2021
Q4 | $1.89M | Sell |
42,561
-6,477
| -13% | -$288K | 0.12% | 80 |
|
|
2021
Q3 | $2.08M | Buy |
49,038
+1,735
| +4% | +$73.7K | 0.15% | 69 |
|
|
2021
Q2 | $1.95M | Buy |
47,303
+1,220
| +3% | +$50.3K | 0.14% | 72 |
|
|
2021
Q1 | $1.78M | Buy |
46,083
+3,181
| +7% | +$123K | 0.14% | 74 |
|
|
2020
Q4 | $1.3M | Buy |
42,902
+6,233
| +17% | +$189K | 0.11% | 92 |
|
|
2020
Q3 | $883K | Buy |
36,669
+3,492
| +11% | +$84.1K | 0.08% | 106 |
|
|
2020
Q2 | $788K | Buy |
+33,177
| New | +$788K | 0.09% | 98 |
|