BAM
Baldrige Asset Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $82K | Hold |
2,857
| – | – | 0.03% | 152 |
|
|
2022
Q4 | $95K | Buy |
2,857
+319
| +13% | +$10.6K | 0.04% | 142 |
|
|
2022
Q3 | $77K | Hold |
2,538
| – | – | 0.04% | 147 |
|
|
2022
Q2 | $79K | Hold |
2,538
| – | – | 0.04% | 147 |
|
|
2022
Q1 | $105K | Sell |
2,538
-870
| -26% | -$36K | 0.04% | 137 |
|
|
2021
Q4 | $152K | Hold |
3,408
| – | – | 0.06% | 119 |
|
|
2021
Q3 | $145K | Hold |
3,408
| – | – | 0.06% | 116 |
|
|
2021
Q2 | $141K | Buy |
+3,408
| New | +$141K | 0.06% | 116 |
|