Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $35K | Buy |
860
+500
| +139% | +$20.3K | 0.02% | 189 |
|
|
2021
Q1 | $14K | Buy |
+360
| New | +$14K | 0.01% | 232 |
|
|
2020
Q3 | $17K | Hold |
710
| – | – | 0.01% | 166 |
|
|
2020
Q2 | $17K | Sell |
710
-99
| -12% | -$2.37K | 0.01% | 166 |
|
|
2020
Q1 | $24.3K | Buy |
+809
| New | +$24.3K | 0.02% | 154 |
|
|
2019
Q4 | – | Sell |
-809
| Closed | -$24K | – | 102 |
|
|
2019
Q3 | $24K | Hold |
809
| – | – | 0.02% | 134 |
|
|
2019
Q2 | $23K | Hold |
809
| – | – | 0.02% | 152 |
|
|
2019
Q1 | $22K | Hold |
809
| – | – | 0.02% | 149 |
|
|
2018
Q4 | $20K | Hold |
809
| – | – | 0.02% | 160 |
|
|
2018
Q3 | $23.8K | Hold |
809
| – | – | 0.02% | 165 |
|
|
2018
Q2 | $22.8K | Hold |
809
| – | – | 0.02% | 160 |
|
|
2018
Q1 | $24.3K | Buy |
+809
| New | +$24.3K | 0.02% | 154 |
|