BT 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 | $323K | Sell |
10,370
-296
| -3% | -$9.22K | 0.09% | 50 |
|
|
2022
Q1 | $440K | Sell |
10,666
-808
| -7% | -$33.3K | 0.11% | 41 |
|
|
2021
Q4 | $510K | Buy |
11,474
+3,808
| +50% | +$169K | 0.14% | 39 |
|
|
2021
Q3 | $325K | Buy |
7,666
+225
| +3% | +$9.54K | 0.1% | 39 |
|
|
2021
Q2 | $307K | Buy |
7,441
+1,502
| +25% | +$62K | 0.09% | 43 |
|
|
2021
Q1 | $230K | Sell |
5,939
-960
| -14% | -$37.2K | 0.08% | 53 |
|
|
2020
Q4 | $209K | Buy |
+6,899
| New | +$209K | 0.08% | 58 |
|
|
2020
Q1 | – | Sell |
-8,521
| Closed | -$300K | – | 57 |
|
|
2019
Q4 | $300K | Buy |
+8,521
| New | +$300K | 0.15% | 48 |
|
|
2019
Q1 | – | Sell |
-13,908
| Closed | -$395K | – | 61 |
|
|
2018
Q4 | $395K | Buy |
+13,908
| New | +$395K | 0.17% | 62 |
|