FFT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-11,082
| Closed | -$470K | – | 66 |
|
|
2021
Q3 | $470K | Buy |
11,082
+184
| +2% | +$7.8K | 0.04% | 50 |
|
|
2021
Q2 | $449K | Buy |
+10,898
| New | +$449K | 0.1% | 29 |
|
|
2017
Q1 | – | Sell |
-13,000
| Closed | -$287K | – | 91 |
|
|
2016
Q4 | $287K | Sell |
13,000
-2,500
| -16% | -$55.2K | 0.07% | 70 |
|
|
2016
Q3 | $242K | Buy |
15,500
+2,500
| +19% | +$39K | 0.1% | 58 |
|
|
2016
Q2 | $169K | Hold |
13,000
| – | – | 0.07% | 62 |
|
|
2016
Q1 | $176K | Buy |
13,000
+1,000
| +8% | +$13.5K | 0.08% | 59 |
|
|
2015
Q4 | $202K | Buy |
+12,000
| New | +$202K | 0.16% | 56 |
|