Castle 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 Q4	–	Sell	-1,691	Closed	-$51K	–	155
2022 Q3	$51K	Buy	1,691 +551	+48%	+$16.6K	0.03%	210
2022 Q2	$35K	Buy	+1,140	New	+$35K	0.02%	255