EA
Emerald Advisors’s Bank of America BAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-10,881
| Closed | -$312K | – | 79 |
|
2023
Q2 | $312K | Sell |
10,881
-906
| -8% | -$26K | 0.08% | 67 |
|
2023
Q1 | $337K | Sell |
11,787
-636
| -5% | -$18.2K | 0.09% | 57 |
|
2022
Q4 | $411K | Sell |
12,423
-1,587
| -11% | -$52.6K | 0.11% | 50 |
|
2022
Q3 | $423K | Buy |
14,010
+343
| +3% | +$10.4K | 0.12% | 55 |
|
2022
Q2 | $425K | Buy |
13,667
+164
| +1% | +$5.1K | 0.12% | 54 |
|
2022
Q1 | $557K | Buy |
13,503
+337
| +3% | +$13.9K | 0.13% | 49 |
|
2021
Q4 | $586K | Sell |
13,166
-3,462
| -21% | -$154K | 0.14% | 47 |
|
2021
Q3 | $706K | Buy |
16,628
+336
| +2% | +$14.3K | 0.2% | 39 |
|
2021
Q2 | $672K | Buy |
16,292
+105
| +0.6% | +$4.33K | 0.21% | 38 |
|
2021
Q1 | $626K | Sell |
16,187
-2,858
| -15% | -$111K | 0.23% | 35 |
|
2020
Q4 | $577K | Buy |
+19,045
| New | +$577K | 0.2% | 34 |
|