Brickley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,860
| Closed | -$200K | – | 44 |
|
|
2022
Q1 | $200K | Buy |
4,860
+61
| +1% | +$2.51K | 0.05% | 45 |
|
|
2021
Q4 | $214K | Buy |
+4,799
| New | +$214K | 0.05% | 45 |
|
|
2020
Q1 | – | Sell |
-9,385
| Closed | -$331K | – | 39 |
|
|
2019
Q4 | $331K | Sell |
9,385
-1,725
| -16% | -$60.8K | 0.12% | 36 |
|
|
2019
Q3 | $324K | Sell |
11,110
-819
| -7% | -$23.9K | 0.13% | 33 |
|
|
2019
Q2 | $346K | Buy |
+11,929
| New | +$346K | 0.14% | 29 |
|