Gary Goldberg Planning Services’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $47K | Buy |
2,611
+1,410
| +117% | +$25.4K | 0.02% | 222 |
|
|
2014
Q3 | $20K | Sell |
1,201
-1,277
| -52% | -$21.3K | 0.01% | 311 |
|
|
2014
Q2 | $38K | Buy |
2,478
+1,351
| +120% | +$20.7K | 0.02% | 248 |
|
|
2014
Q1 | $19K | Hold |
1,127
| – | – | 0.01% | 279 |
|
|
2013
Q4 | $18K | Sell |
1,127
-1,803
| -62% | -$28.8K | 0.01% | 255 |
|
|
2013
Q3 | $40K | Buy |
2,930
+2
| +0.1% | +$27 | 0.02% | 213 |
|
|
2013
Q2 | $38K | Buy |
+2,928
| New | +$38K | 0.02% | 206 |
|