Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.54M | Buy |
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|
2021
Q2 | $2.21M | Buy |
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|
2021
Q1 | $1.88M | Buy |
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|
2020
Q4 | $1.31M | Sell |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $835K | Sell |
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|
2019
Q4 | $1.58M | Sell |
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|
2019
Q3 | $1.33M | Sell |
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|
2019
Q2 | $1.33M | Sell |
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|
2019
Q1 | $1.52M | Buy |
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|
2018
Q4 | $1.16M | Buy |
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|
2018
Q3 | $998K | Sell |
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|
2018
Q2 | $1.03M | Buy |
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|
2018
Q1 | $1.06M | Buy |
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|
2017
Q4 | $935K | Buy |
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