BA
Broadview Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-9,375
| Closed | -$259K | – | 76 |
|
|
2019
Q1 | $259K | Sell |
9,375
-12,600
| -57% | -$348K | 0.07% | 89 |
|
|
2018
Q4 | $541K | Sell |
21,975
-6,150
| -22% | -$151K | 0.16% | 71 |
|
|
2018
Q3 | $829K | Hold |
28,125
| – | – | 0.14% | 77 |
|
|
2018
Q2 | $793K | Sell |
28,125
-3,500
| -11% | -$98.7K | 0.13% | 83 |
|
|
2018
Q1 | $948K | Sell |
31,625
-2,500
| -7% | -$74.9K | 0.16% | 78 |
|
|
2017
Q4 | $1.01M | Hold |
34,125
| – | – | 0.14% | 87 |
|
|
2017
Q3 | $865K | Buy |
34,125
+25
| +0.1% | +$634 | 0.13% | 88 |
|
|
2017
Q2 | $827K | Sell |
34,100
-14,250
| -29% | -$346K | 0.12% | 84 |
|
|
2017
Q1 | $1.14M | Sell |
48,350
-350
| -0.7% | -$8.26K | 0.16% | 83 |
|
|
2016
Q4 | $1.08M | Buy |
+48,700
| New | +$1.08M | 0.14% | 80 |
|