Estate Counselors’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
Q4 | – | Sell |
-2,384
| Closed | -$71K | – | 142 |
|
|
2022
Q3 | $71K | Hold |
2,384
| – | – | 0.01% | 127 |
|
|
2022
Q2 | $74K | Hold |
2,384
| – | – | 0.01% | 127 |
|
|
2022
Q1 | $98K | Hold |
2,384
| – | – | 0.01% | 127 |
|
|
2021
Q4 | $106K | Hold |
2,384
| – | – | 0.01% | 126 |
|
|
2021
Q3 | $101K | Hold |
2,384
| – | – | 0.01% | 142 |
|
|
2021
Q2 | $98K | Hold |
2,384
| – | – | 0.01% | 136 |
|
|
2021
Q1 | $92K | Hold |
2,384
| – | – | 0.01% | 134 |
|
|
2020
Q4 | $72K | Sell |
2,384
-18,354
| -89% | -$554K | 0.01% | 114 |
|
|
2020
Q3 | $500K | Buy |
20,738
+2,384
| +13% | +$57.5K | 0.08% | 89 |
|
|
2020
Q2 | $435K | Buy |
+18,354
| New | +$435K | 0.07% | 101 |
|