BCWM
MER.PRK
Bartlett & Co Wealth Management’s Bank of America Income Capital Obligation Notes due December 15 2066 MER.PRK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-613
| Closed | -$15.5K | – | 1180 |
|
|
2023
Q4 | $15.5K | Hold |
613
| – | – | ﹤0.01% | 925 |
|
|
2023
Q3 | $15.4K | Hold |
613
| – | – | ﹤0.01% | 865 |
|
|
2023
Q2 | $15.5K | Hold |
613
| – | – | ﹤0.01% | 860 |
|
|
2023
Q1 | $15.3K | Hold |
613
| – | – | ﹤0.01% | 755 |
|
|
2022
Q4 | $15.2K | Hold |
613
| – | – | ﹤0.01% | 768 |
|
|
2022
Q3 | $15.3K | Buy |
613
+83
| +16% | +$2.08K | ﹤0.01% | 750 |
|
|
2022
Q2 | $13.6K | Hold |
530
| – | – | ﹤0.01% | 808 |
|
|
2022
Q1 | $14K | Buy |
+530
| New | +$14K | ﹤0.01% | 783 |
|