EP Wealth Advisors’s Bank of America Series L BAC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-84
| Closed | -$104K | – | 1426 |
|
|
2025
Q1 | $104K | Sell |
84
-30
| -26% | -$37K | ﹤0.01% | 1241 |
|
|
2024
Q4 | $139K | Hold |
114
| – | – | ﹤0.01% | 1157 |
|
|
2024
Q3 | $145K | Hold |
114
| – | – | ﹤0.01% | 1103 |
|
|
2024
Q2 | $136K | Buy |
114
+3
| +3% | +$3.59K | ﹤0.01% | 798 |
|
|
2024
Q1 | $133K | Hold |
111
| – | – | ﹤0.01% | 778 |
|
|
2023
Q4 | $134K | Hold |
111
| – | – | ﹤0.01% | 756 |
|
|
2023
Q3 | $123K | Buy |
+111
| New | +$123K | ﹤0.01% | 717 |
|