Cobiz Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $227K | Buy |
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|
2018
Q3 | $259K | Sell |
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|
2018
Q2 | $315K | Buy |
|
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|
2018
Q1 | $287K | Sell |
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|
2017
Q4 | $285K | Sell |
|
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|
2017
Q3 | $257K | Sell |
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|
2017
Q2 | $329K | Sell |
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|
2017
Q1 | $361K | Buy |
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|
2016
Q4 | $314K | Buy |
|
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|
2016
Q3 | $208K | Sell |
|
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|
2016
Q2 | $180K | Hold |
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|
2016
Q1 | $184K | Hold |
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|
2015
Q4 | $229K | Sell |
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|
2015
Q3 | $215K | Buy |
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|
2015
Q2 | $231K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $48K | Buy |
|