Cabot 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
2021
Q3
Sell
-8,417
Closed -$347K 164
2021
Q2
$347K Buy
8,417
+156
+2% +$6.43K 0.05% 132
2021
Q1
$320K Buy
+8,261
New +$320K 0.05% 130