EverSource Wealth Advisors’s Bank of America Series L BAC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.7K | Hold |
50
| – | – | ﹤0.01% | 1495 |
|
|
2025
Q1 | $61.7K | Sell |
50
-811
| -94% | -$1M | ﹤0.01% | 1136 |
|
|
2024
Q4 | $1.05M | Buy |
861
+9
| +1% | +$11K | 0.06% | 239 |
|
|
2024
Q3 | $1.08M | Buy |
852
+2
| +0.2% | +$2.55K | 0.07% | 210 |
|
|
2024
Q2 | $1.02M | Sell |
850
-8
| -0.9% | -$9.58K | 0.07% | 212 |
|
|
2024
Q1 | $987K | Hold |
858
| – | – | 0.08% | 186 |
|
|
2023
Q4 | $1.03M | Buy |
858
+8
| +0.9% | +$9.64K | 0.09% | 162 |
|
|
2023
Q3 | $945K | Hold |
850
| – | – | 0.1% | 160 |
|
|
2023
Q2 | $996K | Buy |
850
+800
| +1,600% | +$937K | 0.11% | 156 |
|
|
2023
Q1 | $58.4K | Hold |
50
| – | – | 0.01% | 733 |
|
|
2022
Q4 | $58K | Buy |
+50
| New | +$58K | 0.01% | 706 |
|