Elm Advisors’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$284K Hold
2021
Q3
$271K Hold
2021
Q2
$263K Hold
2021
Q1
$247K Hold
2020
Q4
$193K Buy
2020
Q1
Sell
2019
Q4
$225K Buy
2018
Q4
Sell
2018
Q3
$188K Buy