CWA
Clarus Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,245
| Closed | -$225K | – | 130 |
|
|
2020
Q1 | $225K | Buy |
11,245
+4,995
| +80% | +$99.9K | 0.22% | 105 |
|
|
2019
Q4 | $219K | Buy |
+6,250
| New | +$219K | 0.14% | 125 |
|
|
2019
Q3 | – | Sell |
-6,072
| Closed | -$176K | – | 175 |
|
|
2019
Q2 | $176K | Buy |
6,072
+26
| +0.4% | +$754 | 0.13% | 127 |
|
|
2019
Q1 | $167K | Sell |
6,046
-1,516
| -20% | -$41.9K | 0.12% | 126 |
|
|
2018
Q4 | $186K | Buy |
7,562
+40
| +0.5% | +$984 | 0.29% | 86 |
|
|
2018
Q3 | $222K | Buy |
7,522
+60
| +0.8% | +$1.77K | 0.14% | 109 |
|
|
2018
Q2 | $224K | Hold |
7,462
| – | – | 0.17% | 92 |
|
|
2018
Q1 | $224K | Buy |
7,462
+26
| +0.3% | +$780 | 0.21% | 92 |
|
|
2017
Q4 | $220K | Buy |
+7,436
| New | +$220K | 0.21% | 88 |
|