Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $989K | Sell |
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|
2017
Q1 | $3.56M | Sell |
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|
2016
Q4 | $3.79M | Sell |
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|
2016
Q3 | $7.48M | Buy |
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|
2016
Q2 | $6.01M | Buy |
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|
2016
Q1 | $5.26M | Buy |
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|
2015
Q4 | $6.31M | Buy |
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|
2015
Q3 | $5.74M | Buy |
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|
2015
Q2 | $5.53M | Sell |
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|
2015
Q1 | $2.75M | Buy |
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|
2014
Q4 | $5.44M | Buy |
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|
2014
Q3 | $1.88M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.98M | Buy |
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|
2013
Q4 | $1.79M | Buy |
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|
2013
Q3 | $1.38M | Sell |
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|
2013
Q2 | $1.32M | Buy |
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