Brewin Dolphin Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $68K | Hold |
|
|||||
|
2022
Q1 | $90K | Hold |
|
|||||
|
2021
Q4 | $97K | Hold |
|
|||||
|
2021
Q3 | $92.8K | Hold |
|
|||||
|
2021
Q2 | $90.2K | Hold |
|
|||||
|
2021
Q1 | $84.6K | Hold |
|
|||||
|
2020
Q4 | $66.3K | Sell |
|
|||||
|
2020
Q3 | $121K | Sell |
|
|||||
|
2020
Q2 | $133K | Buy |
|
|||||
|
2020
Q1 | $96.3K | Sell |
|
|||||
|
2019
Q4 | $174K | Sell |
|
|||||
|
2019
Q3 | $163K | Sell |
|
|||||
|
2019
Q2 | $214K | Hold |
|
|||||
|
2019
Q1 | $204K | Hold |
|
|||||
|
2018
Q4 | $182K | Hold |
|
|||||
|
2018
Q3 | $218K | Hold |
|
|||||
|
2018
Q2 | $208K | Hold |
|
|||||
|
2018
Q1 | $222K | Buy |
|
|||||
|
2017
Q4 | $187K | Buy |
|
|||||
|
2017
Q3 | $88.4K | Buy |
|