BIP
Bouvel Investment Partners’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-86,848
| Closed | -$2.48M | – | 73 |
|
|
2023
Q1 | $2.48M | Sell |
86,848
-249
| -0.3% | -$7.12K | 1.45% | 26 |
|
|
2022
Q4 | $2.88M | Sell |
87,097
-290
| -0.3% | -$9.61K | 1.86% | 19 |
|
|
2022
Q3 | $2.64M | Buy |
87,387
+2,089
| +2% | +$63.1K | 1.76% | 20 |
|
|
2022
Q2 | $2.66M | Buy |
85,298
+608
| +0.7% | +$18.9K | 2% | 15 |
|
|
2022
Q1 | $3.49M | Buy |
84,690
+3,045
| +4% | +$126K | 2.13% | 15 |
|
|
2021
Q4 | $3.63M | Sell |
81,645
-315
| -0.4% | -$14K | 2.04% | 14 |
|
|
2021
Q3 | $3.48M | Buy |
81,960
+2,138
| +3% | +$90.8K | 1.97% | 16 |
|
|
2021
Q2 | $3.29M | Buy |
79,822
+2,821
| +4% | +$116K | 1.86% | 21 |
|
|
2021
Q1 | $2.98M | Buy |
77,001
+3,799
| +5% | +$147K | 1.91% | 22 |
|
|
2020
Q4 | $2.22M | Buy |
+73,202
| New | +$2.22M | 1.58% | 25 |
|