CWA
CM Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,000
| Closed | -$568K | – | 87 |
|
|
2024
Q1 | $568K | Buy |
+15,000
| New | +$568K | 0.16% | 71 |
|
|
2023
Q3 | – | Sell |
-11,298
| Closed | -$360K | – | 88 |
|
|
2023
Q2 | $360K | Sell |
11,298
-53,525
| -83% | -$1.71M | 0.12% | 90 |
|
|
2023
Q1 | $1.84M | Buy |
+64,823
| New | +$1.84M | 0.36% | 58 |
|