First Western Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-52,325
| Closed | -$936K | – | 120 |
|
|
2014
Q4 | $936K | Sell |
52,325
-44,214
| -46% | -$791K | 0.28% | 100 |
|
|
2014
Q3 | $1.65M | Buy |
96,539
+86,534
| +865% | +$1.48M | 0.49% | 80 |
|
|
2014
Q2 | $154K | Sell |
10,005
-7,901
| -44% | -$122K | 0.05% | 120 |
|
|
2014
Q1 | $308K | Sell |
17,906
-62,399
| -78% | -$1.07M | 0.11% | 119 |
|
|
2013
Q4 | $1.25M | Buy |
+80,305
| New | +$1.25M | 0.43% | 91 |
|