Bartlett & Co Wealth Management’s Bank of America Series L BAC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43K | Hold |
2
| – | – | ﹤0.01% | 1080 |
|
|
2025
Q1 | $2.47K | Hold |
2
| – | – | ﹤0.01% | 1053 |
|
|
2024
Q4 | $2.48K | Hold |
2
| – | – | ﹤0.01% | 1026 |
|
|
2024
Q3 | $2.55K | Hold |
2
| – | – | ﹤0.01% | 1026 |
|
|
2024
Q2 | $2.39K | Hold |
2
| – | – | ﹤0.01% | 1044 |
|
|
2024
Q1 | $2.42K | Hold |
2
| – | – | ﹤0.01% | 1027 |
|
|
2023
Q4 | $2.46K | Buy |
+2
| New | +$2.46K | ﹤0.01% | 1140 |
|
|
2023
Q3 | – | Hold |
0
| – | -$2.38K | – | 1064 |
|
|
2023
Q2 | – | Hold |
0
| – | -$2.37K | – | 1054 |
|
|
2023
Q1 | – | Hold |
0
| – | -$2.36K | – | 969 |
|
|
2022
Q4 | – | Hold |
0
| – | -$2.38K | – | 1001 |
|
|
2022
Q3 | – | Hold |
0
| – | -$2.45K | – | 1031 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1154 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1070 |
|