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 |
|