FFWA
FRG Family Wealth Advisors’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,402
| Closed | -$88.9K | – | 166 |
|
|
2024
Q1 | $88.9K | Buy |
+2,402
| New | +$88.9K | 0.02% | 171 |
|
|
2018
Q4 | – | Sell |
-10,635
| Closed | -$313K | – | 129 |
|
|
2018
Q3 | $313K | Buy |
10,635
+2,390
| +29% | +$70.3K | 0.09% | 123 |
|
|
2018
Q2 | $232K | Hold |
8,245
| – | – | 0.07% | 140 |
|
|
2018
Q1 | $247K | Hold |
8,245
| – | – | 0.08% | 135 |
|
|
2017
Q4 | $243K | Buy |
+8,245
| New | +$243K | 0.08% | 136 |
|