Clear Perspective Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $238K | Sell |
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|
2021
Q3 | $237K | Hold |
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|
2021
Q2 | $230K | Buy |
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|
2021
Q1 | $212K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $270K | Sell |
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|
2019
Q4 | $556K | Sell |
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|
2019
Q3 | $468K | Sell |
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|
2019
Q2 | $544K | Sell |
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|
2019
Q1 | $630K | Buy |
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|
2018
Q4 | $498K | Sell |
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|
2018
Q3 | $619K | Buy |
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|
2018
Q2 | $589K | Buy |
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|
2018
Q1 | $368K | Buy |
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|
2017
Q4 | $340K | Buy |
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|
2017
Q3 | $288K | Hold |
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|
2017
Q2 | $276K | Buy |
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|
2017
Q1 | $56K | Hold |
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|
2016
Q4 | $53K | Buy |
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