Beck Mack & Oliver’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,500
| Closed | -$229K | – | 187 |
|
|
2019
Q4 | $229K | Buy |
+6,500
| New | +$229K | 0.01% | 191 |
|
|
2019
Q2 | – | Sell |
-9,300
| Closed | -$257K | – | 219 |
|
|
2019
Q1 | $257K | Buy |
+9,300
| New | +$257K | 0.01% | 184 |
|
|
2015
Q4 | – | Sell |
-14,314
| Closed | -$223K | – | 295 |
|
|
2015
Q3 | $223K | Buy |
14,314
+9
| +0.1% | +$140 | 0.01% | 281 |
|
|
2015
Q2 | $243K | Buy |
14,305
+19
| +0.1% | +$323 | 0.01% | 299 |
|
|
2015
Q1 | $220K | Buy |
14,286
+3,040
| +27% | +$46.8K | 0.01% | 328 |
|
|
2014
Q4 | $201K | Hold |
11,246
| – | – | ﹤0.01% | 337 |
|
|
2014
Q3 | $192K | Hold |
11,246
| – | – | ﹤0.01% | 339 |
|
|
2014
Q2 | $173K | Hold |
11,246
| – | – | ﹤0.01% | 349 |
|
|
2014
Q1 | $193K | Sell |
11,246
-5,000
| -31% | -$85.8K | ﹤0.01% | 337 |
|
|
2013
Q4 | $253K | Sell |
16,246
-700
| -4% | -$10.9K | 0.01% | 315 |
|
|
2013
Q3 | $234K | Buy |
+16,946
| New | +$234K | 0.01% | 314 |
|