Beach Investment Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $394K | Sell |
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|
2019
Q4 | $782K | Buy |
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|
2019
Q3 | $303K | Sell |
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|
2019
Q2 | $1.19M | Buy |
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|
2019
Q1 | $843K | Hold |
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|
2018
Q4 | $753K | Sell |
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|
2018
Q3 | $1.58M | Sell |
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|
2018
Q2 | $1.92M | Hold |
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|
2018
Q1 | $2.04M | Hold |
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|
2017
Q4 | $2.01M | Buy |
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|
2017
Q3 | $1.38M | Sell |
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|
2017
Q2 | $1.83M | Sell |
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|
2017
Q1 | $2.18M | Hold |
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|
2016
Q4 | $2.05M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.34M | Buy |
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|
2014
Q3 | $492K | Hold |
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|
2014
Q2 | $444K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $1.96M | Buy |
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|
2013
Q2 | $1.49M | Buy |
|