Caldwell Trust’s Bank of America Series L BAC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9K | Hold |
9
|
|
||||
|
2025
Q1 | $11.1K | Buy |
+9
|
|
||||
|
2023
Q3 | – | Sell |
-4
|
|
||||
|
2023
Q2 | $4.68K | Hold |
4
|
|
||||
|
2023
Q1 | $4.64K | Sell |
4
-4
|
|
||||
|
2022
Q4 | $9.34K | Hold |
8
|
|
||||
|
2022
Q3 | $9.38K | Hold |
8
|
|
||||
|
2022
Q2 | $9.63K | Hold |
8
|
|
||||
|
2022
Q1 | $10.5K | Hold |
8
|
|
||||
|
2021
Q4 | $11.6K | Buy |
+8
|
|
||||
|
2020
Q4 | – | Sell |
-8
|
|
||||
|
2020
Q3 | $11.9K | Hold |
8
|
|
||||
|
2020
Q2 | $10.7K | Hold |
8
|
|
||||
|
2020
Q1 | $10.1K | Sell |
8
-5
|
|
||||
|
2019
Q4 | $18.9K | Buy |
+13
|
|