Creative Planning’s Bank Of America Corporation Ws A BAC.WS.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $158K | Sell |
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|
2018
Q3 | $327K | Sell |
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|
2018
Q2 | $303K | Sell |
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|
2018
Q1 | $352K | Sell |
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|
2017
Q4 | $376K | Sell |
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|
2017
Q3 | $295K | Sell |
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|
2017
Q2 | $326K | Buy |
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|
2017
Q1 | $292K | Sell |
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|
2016
Q4 | $273K | Buy |
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|
2016
Q3 | $106K | Buy |
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|
2016
Q2 | $67K | Hold |
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|
2016
Q1 | $74K | Sell |
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|
2015
Q4 | $133K | Sell |
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|
2015
Q3 | $146K | Buy |
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|
2015
Q2 | $138K | Buy |
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|
2015
Q1 | $84K | Sell |
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|
2014
Q4 | $169K | Buy |
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|
2014
Q3 | $116K | Buy |
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|
2014
Q2 | $3K | Hold |
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|
2014
Q1 | $4K | Hold |
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|
2013
Q4 | $3K | Hold |
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|
2013
Q3 | $3K | Hold |
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|
2013
Q2 | $2K | Buy |
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