Biegel & Waller’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $445K | Buy |
15,270
+243
| +2% | +$7.08K | 0.25% | 40 |
|
|
2019
Q2 | $436K | Hold |
15,027
| – | – | 0.22% | 46 |
|
|
2019
Q1 | $415K | Sell |
15,027
-2,398
| -14% | -$66.2K | 0.21% | 45 |
|
|
2018
Q4 | $429K | Buy |
+17,425
| New | +$429K | 0.25% | 43 |
|
|
2018
Q2 | – | Sell |
-6,885
| Closed | -$206K | – | 72 |
|
|
2018
Q1 | $206K | Buy |
+6,885
| New | +$206K | 0.13% | 51 |
|
|
2017
Q3 | – | Sell |
-10,514
| Closed | -$255K | – | 57 |
|
|
2017
Q2 | $255K | Buy |
10,514
+1,488
| +16% | +$36.1K | 0.16% | 44 |
|
|
2017
Q1 | $213K | Sell |
9,026
-1,380
| -13% | -$32.6K | 0.15% | 44 |
|
|
2016
Q4 | $244K | Buy |
+10,406
| New | +$244K | 0.17% | 40 |
|