Engrave Wealth Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,545
| Closed | -$202K | – | 57 |
|
|
2021
Q4 | $202K | Buy |
+4,545
| New | +$202K | 0.06% | 67 |
|
|
2020
Q3 | – | Sell |
-2,374
| Closed | -$56K | – | 90 |
|
|
2020
Q2 | $56K | Hold |
2,374
| – | – | 0.05% | 107 |
|
|
2020
Q1 | $50K | Sell |
2,374
-570
| -19% | -$12K | 0.06% | 95 |
|
|
2019
Q4 | $103K | Buy |
+2,944
| New | +$103K | 0.1% | 74 |
|