EA
Elm Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,375
| Closed | -$284K | – | 49 |
|
|
2021
Q4 | $284K | Hold |
6,375
| – | – | 0.16% | 73 |
|
|
2021
Q3 | $271K | Hold |
6,375
| – | – | 0.16% | 74 |
|
|
2021
Q2 | $263K | Hold |
6,375
| – | – | 0.15% | 76 |
|
|
2021
Q1 | $247K | Hold |
6,375
| – | – | 0.15% | 76 |
|
|
2020
Q4 | $193K | Buy |
+6,375
| New | +$193K | 0.12% | 84 |
|
|
2020
Q1 | – | Sell |
-6,375
| Closed | -$225K | – | 83 |
|
|
2019
Q4 | $225K | Buy |
+6,375
| New | +$225K | 0.14% | 85 |
|
|
2018
Q4 | – | Sell |
-6,375
| Closed | -$188K | – | 101 |
|
|
2018
Q3 | $188K | Buy |
+6,375
| New | +$188K | 0.13% | 85 |
|