BPWA
Beacon Pointe Wealth Advisors’s Bank of America BAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $2.29M | Buy |
64,913
+6,934
| +12% | +$244K | 0.42% | 50 |
|
2019
Q3 | $1.69M | Buy |
57,979
+9,024
| +18% | +$263K | 0.36% | 67 |
|
2019
Q2 | $1.42M | Buy |
48,955
+6,566
| +15% | +$191K | 0.3% | 73 |
|
2019
Q1 | $1.18M | Buy |
42,389
+5,021
| +13% | +$139K | 0.27% | 83 |
|
2018
Q4 | $923K | Buy |
+37,368
| New | +$923K | 0.33% | 74 |
|