EnRich Financial 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
2025 Q1	–	Sell	-1,737	Closed	-$76.3K	–	72
2024 Q4	$76.3K	Hold	1,737	–	–	0.03%	87
2024 Q3	$68.9K	Buy	1,737 +162	+10%	+$6.43K	0.02%	96
2024 Q2	$62.6K	Hold	1,575	–	–	0.02%	94
2024 Q1	$59.7K	Buy	+1,575	New	+$59.7K	0.02%	90