BSWA
Bromfield Sneider Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $23.7K | Hold |
626
| – | – | 0.01% | 92 |
|
|
2023
Q4 | $21.1K | Hold |
626
| – | – | 0.01% | 91 |
|
|
2023
Q3 | $17.1K | Hold |
626
| – | – | 0.01% | 90 |
|
|
2023
Q2 | $18K | Hold |
626
| – | – | 0.01% | 89 |
|
|
2023
Q1 | $17.9K | Hold |
626
| – | – | 0.02% | 89 |
|
|
2022
Q4 | $20.7K | Hold |
626
| – | – | 0.02% | 85 |
|
|
2022
Q3 | $19K | Hold |
626
| – | – | 0.02% | 81 |
|
|
2022
Q2 | $19K | Hold |
626
| – | – | 0.02% | 82 |
|
|
2022
Q1 | $26K | Buy |
+626
| New | +$26K | 0.03% | 88 |
|