Braver Wealth Management’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
Q4 | $4.58M | Sell |
207,175
-97,980
| -32% | -$2.17M | 0.74% | 40 |
|
|
2016
Q3 | $4.78M | Sell |
305,155
-369
| -0.1% | -$5.78K | 0.8% | 36 |
|
|
2016
Q2 | $4.05M | Sell |
305,524
-73,273
| -19% | -$972K | 0.69% | 42 |
|
|
2016
Q1 | $5.12M | Buy |
378,797
+109,630
| +41% | +$1.48M | 0.84% | 32 |
|
|
2015
Q4 | $4.53M | Buy |
269,167
+11,652
| +5% | +$196K | 0.93% | 27 |
|
|
2015
Q3 | $4.01M | Buy |
+257,515
| New | +$4.01M | 1% | 27 |
|
|
2015
Q2 | – | Sell |
-121,287
| Closed | -$1.87M | – | 83 |
|
|
2015
Q1 | $1.87M | Buy |
121,287
+66,674
| +122% | +$1.03M | 0.38% | 54 |
|
|
2014
Q4 | $977K | Buy |
+54,613
| New | +$977K | 0.2% | 60 |
|