Caliber Wealth Management (Utah)’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12,749	Closed	-$422K	–	64
2022 Q4	$422K	Buy	+12,749	New	+$422K	0.32%	63
2021 Q1	–	Sell	-41,113	Closed	-$1.25M	–	73
2020 Q4	$1.25M	Buy	+41,113	New	+$1.25M	1.22%	37