CSat Investment Advisory’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$3K Sell
77
-27,294
-100% -$1.06M ﹤0.01% 505
2020
Q4
$830K Sell
27,371
-25,340
-48% -$768K 0.77% 34
2020
Q3
$1.27M Buy
52,711
+3,406
+7% +$82K 0.11% 84
2020
Q2
$1.17M Sell
49,305
-13,568
-22% -$322K 0.14% 71
2020
Q1
$1.34M Buy
62,873
+11,050
+21% +$235K 0.28% 43
2019
Q4
$1.83M Buy
51,823
+4,547
+10% +$160K 0.48% 31
2019
Q3
$1.38M Buy
47,276
+11,674
+33% +$341K 0.43% 39
2019
Q2
$1.03M Buy
35,602
+28,336
+390% +$822K 0.37% 57
2019
Q1
$200K Buy
7,266
+3,089
+74% +$85K 0.1% 126
2018
Q4
$103K Buy
4,177
+487
+13% +$12K 0.06% 142
2018
Q3
$109K Buy
3,690
+41
+1% +$1.21K 0.06% 139
2018
Q2
$103K Buy
+3,649
New +$103K 0.05% 156