Bernardo Wealth Planning’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-13,758
| Closed | -$417K | – | 87 |
|
|
2020
Q4 | $417K | Sell |
13,758
-442
| -3% | -$13.4K | 0.16% | 110 |
|
|
2020
Q3 | $342K | Buy |
+14,200
| New | +$342K | 0.15% | 111 |
|
|
2020
Q1 | – | Sell |
-7,507
| Closed | -$264K | – | 136 |
|
|
2019
Q4 | $264K | Buy |
7,507
+434
| +6% | +$15.3K | 0.16% | 132 |
|
|
2019
Q3 | $206K | Sell |
7,073
-1,194
| -14% | -$34.8K | 0.15% | 148 |
|
|
2019
Q2 | $240K | Sell |
8,267
-370
| -4% | -$10.7K | 0.19% | 121 |
|
|
2019
Q1 | $238K | Buy |
+8,637
| New | +$238K | 0.19% | 118 |
|