Bernicke Wealth 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
Q2
$664K Sell
2020
Q1
$818K Buy
2019
Q4
$1.29M Buy
2019
Q3
$1.05M Buy
2019
Q2
$930K Buy
2019
Q1
$769K Buy
2018
Q4
$660K Buy
2018
Q3
$743K Buy
2018
Q2
$651K Buy
2018
Q1
$647K Sell
2017
Q4
$666K Buy
2017
Q3
$534K Buy
2017
Q2
$433K Buy
2017
Q1
$255K Buy