BCWM
Bartlett & Co Wealth Management’s Bank of America Depository Shares Series KK BAC.PRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,745
| Closed | -$109K | – | 1140 |
|
|
2023
Q4 | $109K | Buy |
4,745
+632
| +15% | +$14.5K | ﹤0.01% | 563 |
|
|
2023
Q3 | $88K | Hold |
4,113
| – | – | ﹤0.01% | 563 |
|
|
2023
Q2 | $94.6K | Hold |
4,113
| – | – | ﹤0.01% | 556 |
|
|
2023
Q1 | $94.5K | Hold |
4,113
| – | – | ﹤0.01% | 472 |
|
|
2022
Q4 | $86.1K | Buy |
4,113
+3,745
| +1,018% | +$78.4K | ﹤0.01% | 494 |
|
|
2022
Q3 | $7.99K | Hold |
368
| – | – | ﹤0.01% | 855 |
|
|
2022
Q2 | $8.44K | Buy |
+368
| New | +$8.44K | ﹤0.01% | 903 |
|