Concert Wealth Management’s Bank Of America Corporation Ws A BAC.WS.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-34,047
| Closed | -$339K | – | 479 |
|
|
2017
Q1 | $339K | Hold |
34,047
| – | – | 0.08% | 328 |
|
|
2016
Q4 | $339K | Hold |
34,047
| – | – | 0.08% | 325 |
|
|
2016
Q3 | $158K | Hold |
34,047
| – | – | 0.02% | 692 |
|
|
2016
Q2 | $118K | Hold |
34,047
| – | – | 0.02% | 638 |
|
|
2016
Q1 | $134K | Hold |
34,047
| – | – | 0.02% | 633 |
|
|
2015
Q4 | $198K | Hold |
34,047
| – | – | 0.03% | 596 |
|
|
2015
Q3 | $194K | Buy |
34,047
+512
| +2% | +$2.92K | 0.03% | 621 |
|
|
2015
Q2 | $207K | Buy |
33,535
+520
| +2% | +$3.21K | 0.03% | 628 |
|
|
2015
Q1 | $189K | Hold |
33,015
| – | – | 0.05% | 394 |
|
|
2014
Q4 | $232K | Buy |
33,015
+2,000
| +6% | +$14.1K | 0.04% | 539 |
|
|
2014
Q3 | $234K | Hold |
31,015
| – | – | 0.03% | 458 |
|
|
2014
Q2 | $209K | Hold |
31,015
| – | – | 0.03% | 507 |
|
|
2014
Q1 | $251K | Buy |
+31,015
| New | +$251K | 0.03% | 453 |
|
|
2013
Q4 | – | Sell |
-33,015
| Closed | -$200K | – | 580 |
|
|
2013
Q3 | $200K | Hold |
33,015
| – | – | 0.03% | 487 |
|
|
2013
Q2 | $179K | Buy |
+33,015
| New | +$179K | 0.03% | 466 |
|