Detwiler Fenton Investment Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | $209K | Buy |
+12,420
| New | +$209K | 1.08% | 52 |
|
2015
Q2 | $269K | Buy |
+15,823
| New | +$269K | 0.87% | 46 |
|
2015
Q1 | – | Sell |
-14,199
| Closed | -$254K | – | 83 |
|
2014
Q4 | $254K | Buy |
+14,199
| New | +$254K | 0.29% | 57 |
|
2014
Q2 | – | Sell |
-236,993
| Closed | -$4.08M | – | 102 |
|
2014
Q1 | $4.08M | Buy |
236,993
+4,605
| +2% | +$79.2K | 3.52% | 5 |
|
2013
Q4 | $3.62M | Sell |
232,388
-2,415
| -1% | -$37.6K | 3.24% | 4 |
|
2013
Q3 | $3.24M | Sell |
234,803
-21,847
| -9% | -$302K | 2.88% | 3 |
|
2013
Q2 | $3.3M | Buy |
+256,650
| New | +$3.3M | 3.35% | 1 |
|