CIBC Private Wealth Group’s Bank of America Series L BAC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.7K | Hold |
41
| – | – | ﹤0.01% | 1666 |
|
|
2025
Q1 | $47.8K | Hold |
41
| – | – | ﹤0.01% | 1645 |
|
|
2024
Q4 | $49.8K | Sell |
41
-356
| -90% | -$432K | ﹤0.01% | 1679 |
|
|
2024
Q3 | $505K | Hold |
397
| – | – | ﹤0.01% | 873 |
|
|
2024
Q2 | $474K | Hold |
397
| – | – | ﹤0.01% | 833 |
|
|
2024
Q1 | $474K | Buy |
+397
| New | +$474K | ﹤0.01% | 851 |
|
|
2018
Q2 | – | Sell |
-5,200
| Closed | -$137K | – | 1960 |
|
|
2018
Q1 | $137K | Hold |
5,200
| – | – | ﹤0.01% | 972 |
|
|
2017
Q4 | $141K | Buy |
+5,200
| New | +$141K | ﹤0.01% | 979 |
|