EWA
Evolution 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 | $940K | Sell |
2,087
-17,782
| -89% | -$8.01M | 0.14% | 77 |
|
|
2025
Q1 | $829K | Buy |
+19,869
| New | +$829K | 0.14% | 69 |
|
|
2021
Q4 | – | Sell |
-2,459
| Closed | -$104K | – | 189 |
|
|
2021
Q3 | $104K | Buy |
2,459
+1,451
| +144% | +$61.4K | 0.02% | 151 |
|
|
2021
Q2 | $42K | Sell |
1,008
-2,692
| -73% | -$112K | 0.01% | 224 |
|
|
2021
Q1 | $143K | Buy |
3,700
+345
| +10% | +$13.3K | 0.03% | 127 |
|
|
2020
Q4 | $102K | Sell |
3,355
-738
| -18% | -$22.4K | 0.02% | 133 |
|
|
2020
Q3 | $99K | Sell |
4,093
-71
| -2% | -$1.72K | 0.03% | 142 |
|
|
2020
Q2 | $99K | Buy |
4,164
+977
| +31% | +$23.2K | 0.03% | 115 |
|
|
2020
Q1 | $68K | Buy |
3,187
+1,846
| +138% | +$39.4K | 0.03% | 102 |
|
|
2019
Q4 | $47K | Buy |
1,341
+443
| +49% | +$15.5K | 0.01% | 153 |
|
|
2019
Q3 | $26K | Sell |
898
-713,327
| -100% | -$20.7M | 0.01% | 72 |
|
|
2019
Q2 | $27.6M | Buy |
+714,225
| New | +$27.6M | 11.92% | 3 |
|