BAC.WS.A
Creative Planning’s Bank Of America Corporation Ws A BAC.WS.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-12,375
| Closed | -$158K | – | 1952 |
|
|
2018
Q4 | $158K | Sell |
12,375
-6,000
| -33% | -$76.6K | ﹤0.01% | 1546 |
|
|
2018
Q3 | $327K | Sell |
18,375
-200
| -1% | -$3.56K | ﹤0.01% | 1337 |
|
|
2018
Q2 | $303K | Sell |
18,575
-800
| -4% | -$13.1K | ﹤0.01% | 1362 |
|
|
2018
Q1 | $352K | Sell |
19,375
-2,025
| -9% | -$36.8K | ﹤0.01% | 1253 |
|
|
2017
Q4 | $376K | Sell |
21,400
-845
| -4% | -$14.8K | ﹤0.01% | 1227 |
|
|
2017
Q3 | $295K | Sell |
22,245
-4,800
| -18% | -$63.7K | ﹤0.01% | 1327 |
|
|
2017
Q2 | $326K | Buy |
27,045
+1,200
| +5% | +$14.5K | ﹤0.01% | 1228 |
|
|
2017
Q1 | $292K | Sell |
25,845
-1,600
| -6% | -$18.1K | ﹤0.01% | 1272 |
|
|
2016
Q4 | $273K | Buy |
27,445
+4,500
| +20% | +$44.8K | ﹤0.01% | 1230 |
|
|
2016
Q3 | $106K | Buy |
22,945
+3,800
| +20% | +$17.6K | ﹤0.01% | 1796 |
|
|
2016
Q2 | $67K | Hold |
19,145
| – | – | ﹤0.01% | 1935 |
|
|
2016
Q1 | $74K | Sell |
19,145
-3,750
| -16% | -$14.5K | ﹤0.01% | 1812 |
|
|
2015
Q4 | $133K | Sell |
22,895
-2,500
| -10% | -$14.5K | ﹤0.01% | 1460 |
|
|
2015
Q3 | $146K | Buy |
25,395
+3,000
| +13% | +$17.2K | ﹤0.01% | 1359 |
|
|
2015
Q2 | $138K | Buy |
22,395
+8,000
| +56% | +$49.3K | ﹤0.01% | 928 |
|
|
2015
Q1 | $84K | Sell |
14,395
-9,560
| -40% | -$55.8K | ﹤0.01% | 1665 |
|
|
2014
Q4 | $169K | Buy |
23,955
+8,510
| +55% | +$60K | ﹤0.01% | 1241 |
|
|
2014
Q3 | $116K | Buy |
15,445
+15,000
| +3,371% | +$113K | ﹤0.01% | 1369 |
|
|
2014
Q2 | $3K | Hold |
445
| – | – | ﹤0.01% | 3340 |
|
|
2014
Q1 | $4K | Hold |
445
| – | – | ﹤0.01% | 3135 |
|
|
2013
Q4 | $3K | Hold |
445
| – | – | ﹤0.01% | 3041 |
|
|
2013
Q3 | $3K | Hold |
445
| – | – | ﹤0.01% | 2928 |
|
|
2013
Q2 | $2K | Buy |
+445
| New | +$2K | ﹤0.01% | 2875 |
|