CIC Wealth’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $280K | Buy |
7,066
+2
| +0% | +$79 | 0.07% | 134 |
|
|
2024
Q2 | $281K | Sell |
7,064
-497
| -7% | -$19.8K | 0.08% | 129 |
|
|
2024
Q1 | $287K | Sell |
7,561
-48
| -0.6% | -$1.82K | 0.08% | 127 |
|
|
2023
Q4 | $256K | Sell |
7,609
-778
| -9% | -$26.2K | 0.08% | 133 |
|
|
2023
Q3 | $230K | Buy |
8,387
+26
| +0.3% | +$712 | 0.08% | 133 |
|
|
2023
Q2 | $240K | Sell |
8,361
-254
| -3% | -$7.29K | 0.08% | 136 |
|
|
2023
Q1 | $246K | Buy |
8,615
+2,119
| +33% | +$60.6K | 0.09% | 134 |
|
|
2022
Q4 | $215K | Buy |
+6,496
| New | +$215K | 0.09% | 153 |
|