Fernwood Investment Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,851
| Closed | -$70.2K | – | 240 |
|
|
2024
Q1 | $70.2K | Buy |
+1,851
| New | +$70.2K | 0.02% | 305 |
|
|
2019
Q4 | – | Sell |
-9,253
| Closed | -$270K | – | 161 |
|
|
2019
Q3 | $270K | Buy |
+9,253
| New | +$270K | 0.13% | 146 |
|
|
2016
Q1 | – | Sell |
-30,112
| Closed | -$507K | – | 123 |
|
|
2015
Q4 | $507K | Buy |
+30,112
| New | +$507K | 0.43% | 57 |
|