FWM
ForthRight Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,161
| Closed | -$245K | – | 64 |
|
|
2024
Q2 | $245K | Buy |
6,161
+31
| +0.5% | +$1.23K | 0.09% | 57 |
|
|
2024
Q1 | $232K | Buy |
6,130
+18
| +0.3% | +$683 | 0.08% | 61 |
|
|
2023
Q4 | $206K | Buy |
+6,112
| New | +$206K | 0.08% | 57 |
|
|
2023
Q3 | – | Sell |
-8,478
| Closed | -$243K | – | 57 |
|
|
2023
Q2 | $243K | Buy |
8,478
+38
| +0.5% | +$1.09K | 0.1% | 49 |
|
|
2023
Q1 | $241K | Buy |
8,440
+32
| +0.4% | +$915 | 0.11% | 46 |
|
|
2022
Q4 | $278K | Buy |
8,408
+754
| +10% | +$25K | 0.14% | 40 |
|
|
2022
Q3 | $231K | Hold |
7,654
| – | – | 0.14% | 40 |
|
|
2022
Q2 | $238K | Buy |
7,654
+30
| +0.4% | +$933 | 0.13% | 40 |
|
|
2022
Q1 | $314K | Sell |
7,624
-444
| -6% | -$18.3K | 0.16% | 34 |
|
|
2021
Q4 | $359K | Buy |
8,068
+400
| +5% | +$17.8K | 0.2% | 31 |
|
|
2021
Q3 | $326K | Buy |
+7,668
| New | +$326K | 0.2% | 31 |
|
|
2021
Q1 | – | Sell |
-3,614
| Closed | -$110K | – | 48 |
|
|
2020
Q4 | $110K | Buy |
+3,614
| New | +$110K | 0.09% | 46 |
|