First National Bank of Mount Dora’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,212
| Closed | -$543K | – | 129 |
|
|
2021
Q4 | $543K | Hold |
12,212
| – | – | 0.16% | 83 |
|
|
2021
Q3 | $519K | Hold |
12,212
| – | – | 0.17% | 84 |
|
|
2021
Q2 | $503K | Sell |
12,212
-408
| -3% | -$16.8K | 0.17% | 81 |
|
|
2021
Q1 | $488K | Buy |
12,620
+625
| +5% | +$24.2K | 0.17% | 81 |
|
|
2020
Q4 | $364K | Buy |
+11,995
| New | +$364K | 0.13% | 76 |
|
|
2014
Q3 | – | Sell |
-10,225
| Closed | -$157K | – | 99 |
|
|
2014
Q2 | $157K | Sell |
10,225
-400
| -4% | -$6.14K | 0.09% | 95 |
|
|
2014
Q1 | $183K | Sell |
10,625
-2,728
| -20% | -$47K | 0.11% | 98 |
|
|
2013
Q4 | $208K | Hold |
13,353
| – | – | 0.14% | 91 |
|
|
2013
Q3 | $184K | Buy |
13,353
+2,628
| +25% | +$36.2K | 0.13% | 88 |
|
|
2013
Q2 | $138K | Buy |
+10,725
| New | +$138K | 0.1% | 87 |
|