Barnes Pettey Financial Advisors’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
Q4
Sell
-11,240
Closed -$339K 102
2022
Q3
$339K Sell
11,240
-1,100
-9% -$33.2K 0.46% 58
2022
Q2
$384K Sell
12,340
-228
-2% -$7.1K 0.5% 56
2022
Q1
$518K Sell
12,568
-919
-7% -$37.9K 0.63% 44
2021
Q4
$600K Buy
+13,487
New +$600K 0.69% 39