Elite Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $96K | Buy |
+6,139
| New | +$96K | 0.16% | 46 |
|
|
2015
Q4 | – | Sell |
-24,083
| Closed | -$375K | – | 44 |
|
|
2015
Q3 | $375K | Buy |
+24,083
| New | +$375K | 0.59% | 46 |
|
|
2014
Q4 | – | Sell |
-44,582
| Closed | -$760K | – | 108 |
|
|
2014
Q3 | $760K | Sell |
44,582
-27,831
| -38% | -$474K | 0.69% | 26 |
|
|
2014
Q2 | $1.11M | Buy |
72,413
+5,888
| +9% | +$90.5K | 1.11% | 18 |
|
|
2014
Q1 | $1.14M | Sell |
66,525
-18,783
| -22% | -$323K | 0.93% | 29 |
|
|
2013
Q4 | $1.33M | Buy |
85,308
+84,972
| +25,289% | +$1.32M | 0.97% | 25 |
|
|
2013
Q3 | $5K | Buy |
+336
| New | +$5K | ﹤0.01% | 337 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 279 |
|