Clear Point Advisors’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
Q4
Sell
-1,235
Closed -$49K 140
2024
Q3
$49K Hold
1,235
0.04% 198
2024
Q2
$49.1K Buy
1,235
+1
+0.1% +$40 0.04% 197
2024
Q1
$46.8K Buy
1,234
+1
+0.1% +$38 0.04% 207
2023
Q4
$41.5K Buy
+1,233
New +$41.5K 0.04% 200