DRS
Deane Retirement Strategies’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-42,309
| Closed | -$1.88M | – | 53 |
|
|
2021
Q4 | $1.88M | Buy |
+42,309
| New | +$1.88M | 0.99% | 26 |
|
|
2018
Q4 | – | Sell |
-75,580
| Closed | -$2.23M | – | 53 |
|
|
2018
Q3 | $2.23M | Buy |
75,580
+111
| +0.1% | +$3.27K | 2.01% | 13 |
|
|
2018
Q2 | $2.13M | Buy |
75,469
+1,491
| +2% | +$42K | 2.02% | 11 |
|
|
2018
Q1 | $2.22M | Buy |
73,978
+740
| +1% | +$22.2K | 2.27% | 9 |
|
|
2017
Q4 | $2.16M | Buy |
+73,238
| New | +$2.16M | 2.01% | 14 |
|