BFWM

Bright Futures Wealth Management’s Bank of America BAC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-34,794	Closed	-$1.47M	–	134
2024 Q3	$1.47M	Buy	34,794 +1,212	+4%	+$51.3K	0.71%	33
2024 Q2	$1.26M	Buy	33,582 +1,165	+4%	+$43.8K	0.68%	40
2024 Q1	$1.27M	Buy	+32,417	New	+$1.27M	0.69%	39