CWA
Constellation Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $14M | Buy |
901,193
+439,681
| +95% | +$6.85M | 1.56% | 9 |
|
|
2015
Q2 | $7.86M | Buy |
461,512
+406,412
| +738% | +$6.92M | 0.67% | 32 |
|
|
2015
Q1 | $848K | Sell |
55,100
-15,000
| -21% | -$231K | 0.07% | 129 |
|
|
2014
Q4 | $1.25M | Buy |
70,100
+30,000
| +75% | +$537K | 0.1% | 95 |
|
|
2014
Q3 | $684K | Hold |
40,100
| – | – | 0.06% | 115 |
|
|
2014
Q2 | $616K | Hold |
40,100
| – | – | 0.07% | 117 |
|
|
2014
Q1 | $690K | Hold |
40,100
| – | – | 0.07% | 133 |
|
|
2013
Q4 | $624K | Hold |
40,100
| – | – | 0.06% | 141 |
|
|
2013
Q3 | $553K | Hold |
40,100
| – | – | 0.06% | 135 |
|
|
2013
Q2 | $516K | Buy |
+40,100
| New | +$516K | 0.06% | 135 |
|