CFA
Compass Financial Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,006
| Closed | -$232K | – | 125 |
|
|
2022
Q4 | $232K | Sell |
7,006
-26
| -0.4% | -$861 | 0.31% | 107 |
|
|
2022
Q3 | $212K | Buy |
7,032
+3
| +0% | +$90 | 0.32% | 106 |
|
|
2022
Q2 | $219K | Buy |
7,029
+3
| +0% | +$93 | 0.3% | 111 |
|
|
2022
Q1 | $290K | Buy |
7,026
+6
| +0.1% | +$248 | 0.32% | 106 |
|
|
2021
Q4 | $312K | Buy |
+7,020
| New | +$312K | 0.34% | 93 |
|