Braun-Bostich & Associates’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,171
| Closed | -$245K | – | 75 |
|
|
2021
Q4 | $245K | Buy |
+5,171
| New | +$245K | 0.06% | 95 |
|
|
2020
Q1 | – | Sell |
-412
| Closed | -$15K | – | 304 |
|
|
2019
Q4 | $15K | Buy |
+412
| New | +$15K | 0.01% | 206 |
|
|
2019
Q3 | – | Sell |
-5,761
| Closed | -$167K | – | 107 |
|
|
2019
Q2 | $167K | Buy |
5,761
+2,059
| +56% | +$59.7K | 0.17% | 105 |
|
|
2019
Q1 | $102K | Buy |
3,702
+1,310
| +55% | +$36.1K | 0.11% | 156 |
|
|
2018
Q4 | $59K | Hold |
2,392
| – | – | 0.06% | 166 |
|
|
2018
Q3 | $70K | Hold |
2,392
| – | – | 0.07% | 161 |
|
|
2018
Q2 | $67K | Hold |
2,392
| – | – | 0.07% | 163 |
|
|
2018
Q1 | $72K | Hold |
2,392
| – | – | 0.06% | 149 |
|
|
2017
Q4 | $71K | Buy |
+2,392
| New | +$71K | 0.06% | 156 |
|