Ethos Financial Group’s Bank of America Depository Shares Series 4 BML.PRJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$883K Buy
40,843
+400
+1% +$8.65K 0.08% 181
2025
Q1
$925K Hold
40,443
0.09% 162
2024
Q4
$925K Hold
40,443
0.12% 108
2024
Q3
$985K Hold
40,443
0.16% 78
2024
Q2
$922K Hold
40,443
0.16% 82
2024
Q1
$913K Buy
40,443
+1,200
+3% +$27.1K 0.17% 83
2023
Q4
$864K Buy
+39,243
New +$864K 0.18% 88
2023
Q2
Sell
-34,844
Closed -$757K 152
2023
Q1
$757K Buy
+34,844
New +$757K 0.24% 65