Boston Family Office’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-14,000
| Closed | -$189K | – | 246 |
|
|
2016
Q1 | $189K | Buy |
+14,000
| New | +$189K | 0.02% | 235 |
|
|
2015
Q1 | – | Sell |
-12,268
| Closed | -$219K | – | 259 |
|
|
2014
Q4 | $219K | Sell |
12,268
-2,519
| -17% | -$45K | 0.03% | 250 |
|
|
2014
Q3 | $252K | Sell |
14,787
-3,554
| -19% | -$60.6K | 0.03% | 239 |
|
|
2014
Q2 | $282K | Sell |
18,341
-338
| -2% | -$5.2K | 0.04% | 236 |
|
|
2014
Q1 | $321K | Buy |
18,679
+8,427
| +82% | +$145K | 0.04% | 224 |
|
|
2013
Q4 | $160K | Sell |
10,252
-13,572
| -57% | -$212K | 0.02% | 249 |
|
|
2013
Q3 | $329K | Buy |
23,824
+400
| +2% | +$5.52K | 0.05% | 224 |
|
|
2013
Q2 | $301K | Buy |
+23,424
| New | +$301K | 0.05% | 221 |
|