CW
Connectus Wealth’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $7.74M | Buy |
203,926
+126,408
| +163% | +$4.8M | 0.21% | 101 |
|
|
2023
Q4 | $2.61M | Buy |
77,518
+4,654
| +6% | +$157K | 0.05% | 224 |
|
|
2023
Q3 | $2M | Sell |
72,864
-26,850
| -27% | -$735K | 0.04% | 255 |
|
|
2023
Q2 | $2.86M | Sell |
99,714
-39,000
| -28% | -$1.12M | 0.07% | 188 |
|
|
2023
Q1 | $3.97M | Sell |
138,714
-327,763
| -70% | -$9.38M | 0.1% | 158 |
|
|
2022
Q4 | $15.5M | Sell |
466,477
-2,509
| -0.5% | -$83.1K | 0.37% | 78 |
|
|
2022
Q3 | $14.2M | Buy |
468,986
+8,476
| +2% | +$256K | 0.3% | 99 |
|
|
2022
Q2 | $14.3M | Buy |
460,510
+364,838
| +381% | +$11.4M | 0.33% | 94 |
|
|
2022
Q1 | $4.26M | Sell |
95,672
-120,654
| -56% | -$5.37M | 0.13% | 112 |
|
|
2021
Q4 | $9.63M | Buy |
+216,326
| New | +$9.63M | 0.37% | 53 |
|