EWA
Etesian Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
38,760
-912
| -2% | -$43.2K | 0.68% | 40 |
|
|
2025
Q1 | $1.66M | Sell |
39,672
-2,813
| -7% | -$117K | 0.71% | 40 |
|
|
2024
Q4 | $1.87M | Sell |
42,485
-836
| -2% | -$36.7K | 0.83% | 29 |
|
|
2024
Q3 | $1.72M | Sell |
43,321
-1,344
| -3% | -$53.3K | 0.78% | 34 |
|
|
2024
Q2 | $1.78M | Sell |
44,665
-403
| -0.9% | -$16K | 1% | 28 |
|
|
2024
Q1 | $1.71M | Sell |
45,068
-2,261
| -5% | -$85.7K | 0.98% | 32 |
|
|
2023
Q4 | $1.6M | Buy |
47,329
+106
| +0.2% | +$3.59K | 0.96% | 33 |
|
|
2023
Q3 | $1.29M | Sell |
47,223
-383
| -0.8% | -$10.5K | 0.87% | 42 |
|
|
2023
Q2 | $1.37M | Buy |
47,606
+1,214
| +3% | +$34.8K | 0.89% | 37 |
|
|
2023
Q1 | $1.33M | Buy |
46,392
+400
| +0.9% | +$11.4K | 0.88% | 40 |
|
|
2022
Q4 | $1.52M | Buy |
+45,992
| New | +$1.52M | 1.11% | 34 |
|