Genesee Capital Advisors’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
Q2 | – | Sell |
-7,103
| Closed | -$269K | – | 128 |
|
|
2024
Q1 | $269K | Buy |
7,103
+39
| +0.6% | +$1.48K | 0.15% | 96 |
|
|
2023
Q4 | $238K | Buy |
+7,064
| New | +$238K | 0.15% | 92 |
|
|
2020
Q2 | – | Sell |
-33,189
| Closed | -$704K | – | 75 |
|
|
2020
Q1 | $704K | Sell |
33,189
-2,293
| -6% | -$48.6K | 0.67% | 51 |
|
|
2019
Q4 | $1.25M | Buy |
35,482
+1,387
| +4% | +$48.8K | 1.06% | 29 |
|
|
2019
Q3 | $994K | Buy |
34,095
+2,776
| +9% | +$80.9K | 0.92% | 37 |
|
|
2019
Q2 | $908K | Buy |
+31,319
| New | +$908K | 0.92% | 39 |
|