CPA
Clear Perspective Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $238K | Sell |
5,355
-218
| -4% | -$9.69K | 0.07% | 156 |
|
|
2021
Q3 | $237K | Hold |
5,573
| – | – | 0.08% | 150 |
|
|
2021
Q2 | $230K | Buy |
5,573
+82
| +1% | +$3.38K | 0.08% | 154 |
|
|
2021
Q1 | $212K | Buy |
+5,491
| New | +$212K | 0.08% | 149 |
|
|
2020
Q2 | – | Sell |
-12,698
| Closed | -$270K | – | 121 |
|
|
2020
Q1 | $270K | Sell |
12,698
-3,075
| -19% | -$65.4K | 0.18% | 92 |
|
|
2019
Q4 | $556K | Sell |
15,773
-20
| -0.1% | -$705 | 0.34% | 70 |
|
|
2019
Q3 | $468K | Sell |
15,793
-2,980
| -16% | -$88.3K | 0.21% | 89 |
|
|
2019
Q2 | $544K | Sell |
18,773
-2,300
| -11% | -$66.6K | 0.35% | 70 |
|
|
2019
Q1 | $630K | Buy |
21,073
+850
| +4% | +$25.4K | 0.45% | 64 |
|
|
2018
Q4 | $498K | Sell |
20,223
-800
| -4% | -$19.7K | 0.41% | 75 |
|
|
2018
Q3 | $619K | Buy |
21,023
+125
| +0.6% | +$3.68K | 0.46% | 69 |
|
|
2018
Q2 | $589K | Buy |
20,898
+8,640
| +70% | +$244K | 0.41% | 71 |
|
|
2018
Q1 | $368K | Buy |
12,258
+728
| +6% | +$21.9K | 0.27% | 92 |
|
|
2017
Q4 | $340K | Buy |
11,530
+150
| +1% | +$4.42K | 0.26% | 97 |
|
|
2017
Q3 | $288K | Hold |
11,380
| – | – | 0.24% | 103 |
|
|
2017
Q2 | $276K | Buy |
11,380
+9,000
| +378% | +$218K | 0.23% | 103 |
|
|
2017
Q1 | $56K | Hold |
2,380
| – | – | 0.04% | 204 |
|
|
2016
Q4 | $53K | Buy |
+2,380
| New | +$53K | 0.04% | 198 |
|