DP
Denver PWM’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-524
| Closed | -$23K | – | 83 |
|
|
2024
Q4 | $23K | Buy |
524
+210
| +67% | +$9.22K | 0.01% | 136 |
|
|
2024
Q3 | $12.5K | Sell |
314
-2,171
| -87% | -$86.1K | ﹤0.01% | 155 |
|
|
2024
Q2 | $98.8K | Buy |
+2,485
| New | +$98.8K | 0.04% | 85 |
|
|
2019
Q4 | – | Sell |
-2,482
| Closed | -$71.8K | – | 82 |
|
|
2019
Q3 | $71.8K | Buy |
+2,482
| New | +$71.8K | 0.04% | 106 |
|
|
2017
Q4 | – | Sell |
-9,038
| Closed | -$242K | – | 66 |
|
|
2017
Q3 | $242K | Buy |
+9,038
| New | +$242K | 0.19% | 56 |
|