Buckingham Strategic Wealth’s Bank of America Series L BAC.PRL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-333
Closed -$398K 770
2024
Q1
$398K Hold
333
﹤0.01% 521
2023
Q4
$401K Hold
333
﹤0.01% 496
2023
Q3
$370K Sell
333
-18
-5% -$20K 0.01% 493
2023
Q2
$411K Buy
+351
New +$411K 0.01% 470