DWMG
DB Wealth Management Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.74K | Hold |
230
| – | – | ﹤0.01% | 295 |
|
|
2023
Q3 | $6.3K | Hold |
230
| – | – | ﹤0.01% | 301 |
|
|
2023
Q2 | $6.6K | Hold |
230
| – | – | ﹤0.01% | 299 |
|
|
2023
Q1 | $6.58K | Hold |
230
| – | – | ﹤0.01% | 296 |
|
|
2022
Q4 | $7.62K | Buy |
+230
| New | +$7.62K | ﹤0.01% | 288 |
|
|
2022
Q1 | – | Sell |
-230
| Closed | -$10K | – | 318 |
|
|
2021
Q4 | $10K | Hold |
230
| – | – | 0.01% | 270 |
|
|
2021
Q3 | $10K | Hold |
230
| – | – | 0.01% | 264 |
|
|
2021
Q2 | $9K | Hold |
230
| – | – | 0.01% | 273 |
|
|
2021
Q1 | $9K | Hold |
230
| – | – | 0.01% | 279 |
|
|
2020
Q4 | $7K | Buy |
+230
| New | +$7K | 0.01% | 294 |
|