Creative Planning’s Bank Of America Corporation Ws B BAC.WS.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,000
| Closed | -$24K | – | 2034 |
|
|
2017
Q4 | $24K | Hold |
11,000
| – | – | ﹤0.01% | 1830 |
|
|
2017
Q3 | $9K | Hold |
11,000
| – | – | ﹤0.01% | 1848 |
|
|
2017
Q2 | $9K | Hold |
11,000
| – | – | ﹤0.01% | 3672 |
|
|
2017
Q1 | $10K | Buy |
11,000
+1,000
| +10% | +$909 | ﹤0.01% | 3582 |
|
|
2016
Q4 | $10K | Hold |
10,000
| – | – | ﹤0.01% | 3523 |
|
|
2016
Q3 | $1K | Hold |
10,000
| – | – | ﹤0.01% | 4311 |
|
|
2016
Q2 | $1K | Hold |
10,000
| – | – | ﹤0.01% | 4133 |
|
|
2016
Q1 | $2K | Hold |
10,000
| – | – | ﹤0.01% | 3938 |
|
|
2015
Q4 | $3K | Buy |
+10,000
| New | +$3K | ﹤0.01% | 3872 |
|