EWM
Evergreen Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-54,421
| Closed | -$2.16M | – | 55 |
|
|
2024
Q2 | $2.16M | Hold |
54,421
| – | – | 1.43% | 28 |
|
|
2024
Q1 | $2.06M | Hold |
54,421
| – | – | 1.4% | 27 |
|
|
2023
Q4 | $1.83M | Buy |
54,421
+1,338
| +3% | +$45.1K | 1.35% | 29 |
|
|
2023
Q3 | $1.45M | Buy |
53,083
+786
| +2% | +$21.5K | 1.15% | 34 |
|
|
2023
Q2 | $1.5M | Buy |
52,297
+11,465
| +28% | +$329K | 1.18% | 32 |
|
|
2023
Q1 | $1.17M | Buy |
40,832
+725
| +2% | +$20.7K | 1.04% | 36 |
|
|
2022
Q4 | $1.33M | Buy |
+40,107
| New | +$1.33M | 1.22% | 32 |
|