Crescent Grove Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,119
| Closed | -$211K | – | 264 |
|
|
2022
Q1 | $211K | Hold |
5,119
| – | – | 0.02% | 275 |
|
|
2021
Q4 | $228K | Hold |
5,119
| – | – | 0.02% | 271 |
|
|
2021
Q3 | $217K | Buy |
5,119
+200
| +4% | +$8.48K | 0.02% | 245 |
|
|
2021
Q2 | $203K | Buy |
+4,919
| New | +$203K | 0.02% | 252 |
|