FirstPurpose Wealth’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 Q1	$549K	Sell	14,978 -403	-3%	-$14.8K	0.2%	88
2023 Q4	$518K	Buy	15,381 +3,743	+32%	+$126K	0.2%	85
2023 Q3	$319K	Buy	11,638 +320	+3%	+$8.76K	0.14%	123
2023 Q2	$325K	Buy	+11,318	New	+$325K	0.14%	126