BKS Advisors’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
Q1 | $400K | Buy |
14,496
+190
| +1% | +$5.24K | 0.16% | 132 |
|
|
2018
Q4 | $352K | Sell |
14,306
-6,842
| -32% | -$168K | 0.16% | 138 |
|
|
2018
Q3 | $623K | Sell |
21,148
-640
| -3% | -$18.9K | 0.23% | 110 |
|
|
2018
Q2 | $614K | Sell |
21,788
-1,596
| -7% | -$45K | 0.22% | 115 |
|
|
2018
Q1 | $701K | Buy |
23,384
+440
| +2% | +$13.2K | 0.26% | 97 |
|
|
2017
Q4 | $677K | Sell |
22,944
-107
| -0.5% | -$3.16K | 0.25% | 96 |
|
|
2017
Q3 | $584K | Sell |
23,051
-2,645
| -10% | -$67K | 0.23% | 103 |
|
|
2017
Q2 | $623K | Buy |
25,696
+330
| +1% | +$8K | 0.25% | 100 |
|
|
2017
Q1 | $598K | Sell |
25,366
-30
| -0.1% | -$707 | 0.26% | 99 |
|
|
2016
Q4 | $561K | Buy |
25,396
+6,125
| +32% | +$135K | 0.26% | 101 |
|
|
2016
Q3 | $302K | Sell |
19,271
-2,395
| -11% | -$37.5K | 0.14% | 129 |
|
|
2016
Q2 | $288K | Buy |
21,666
+1,050
| +5% | +$14K | 0.15% | 134 |
|
|
2016
Q1 | $279K | Buy |
20,616
+1,253
| +6% | +$17K | 0.15% | 128 |
|
|
2015
Q4 | $326K | Buy |
19,363
+3,462
| +22% | +$58.3K | 0.17% | 100 |
|
|
2015
Q3 | $248K | Buy |
15,901
+2,840
| +22% | +$44.3K | 0.14% | 117 |
|
|
2015
Q2 | $222K | Sell |
13,061
-256
| -2% | -$4.35K | 0.11% | 136 |
|
|
2015
Q1 | $205K | Buy |
+13,317
| New | +$205K | 0.1% | 154 |
|