First Trust Direct Indexing’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $8.31M | Buy |
|
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|
2024
Q2 | $7.44M | Buy |
|
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|
2024
Q1 | $5.87M | Buy |
|
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|
2023
Q4 | $4.71M | Buy |
|
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|
2023
Q3 | $3.26M | Buy |
|
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|
2023
Q2 | $3.34M | Buy |
|
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|
2023
Q1 | $3.21M | Sell |
|
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|
2022
Q4 | $3.87M | Buy |
|
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|
2022
Q3 | $3.48M | Buy |
|
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|
2022
Q2 | $3.47M | Sell |
|
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|
2022
Q1 | $4.82M | Buy |
|
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|
2021
Q4 | $4.88M | Sell |
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|
2021
Q3 | $4.78M | Buy |
|
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|
2021
Q2 | $4.38M | Buy |
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|
2021
Q1 | $3.13M | Buy |
|
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|
2020
Q4 | $2.35M | Buy |
|