BAM
Bruderman Asset Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,641
| Closed | -$156K | – | 151 |
|
|
2019
Q1 | $156K | Sell |
5,641
-502
| -8% | -$13.9K | 0.03% | 144 |
|
|
2018
Q4 | $151K | Buy |
6,143
+5,052
| +463% | +$124K | 0.04% | 139 |
|
|
2018
Q3 | $32K | Sell |
1,091
-1,001
| -48% | -$29.4K | 0.01% | 227 |
|
|
2018
Q2 | $59K | Buy |
2,092
+1,006
| +93% | +$28.4K | 0.01% | 188 |
|
|
2018
Q1 | $33K | Buy |
+1,086
| New | +$33K | 0.01% | 237 |
|
|
2017
Q3 | – | Sell |
-1,389
| Closed | -$34K | – | 138 |
|
|
2017
Q2 | $34K | Buy |
+1,389
| New | +$34K | 0.01% | 243 |
|
|
2017
Q1 | – | Sell |
-1,511
| Closed | -$33K | – | 133 |
|
|
2016
Q4 | $33K | Buy |
1,511
+1,002
| +197% | +$21.9K | 0.01% | 244 |
|
|
2016
Q3 | $8K | Buy |
509
+2
| +0.4% | +$31 | ﹤0.01% | 341 |
|
|
2016
Q2 | $7K | Buy |
507
+2
| +0.4% | +$28 | ﹤0.01% | 331 |
|
|
2016
Q1 | $7K | Sell |
505
-1,408
| -74% | -$19.5K | ﹤0.01% | 345 |
|
|
2015
Q4 | $32K | Buy |
1,913
+1
| +0.1% | +$17 | 0.01% | 249 |
|
|
2015
Q3 | $30K | Buy |
1,912
+2
| +0.1% | +$31 | 0.01% | 250 |
|
|
2015
Q2 | $33K | Buy |
1,910
+500
| +35% | +$8.64K | 0.01% | 260 |
|
|
2015
Q1 | $22K | Buy |
+1,410
| New | +$22K | 0.01% | 286 |
|