Genovese Burford & Brothers Wealth & Retirement Plan Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $506K | Buy |
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|
2020
Q3 | $402K | Sell |
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|
2020
Q2 | $416K | Sell |
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|
2020
Q1 | $391K | Sell |
|
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|
2019
Q4 | $654K | Buy |
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|
2019
Q3 | $541K | Sell |
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|
2019
Q2 | $553K | Buy |
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|
2019
Q1 | $516K | Buy |
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|
2018
Q4 | $407K | Buy |
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|
2018
Q3 | $485K | Buy |
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|
2018
Q2 | $259K | Sell |
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|
2018
Q1 | $277K | Buy |
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|
2017
Q4 | $244K | Buy |
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|
2017
Q3 | $32K | Hold |
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|
2017
Q2 | $31K | Buy |
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|
2017
Q1 | $31K | Sell |
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|
2016
Q4 | $65K | Sell |
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|
2016
Q3 | $53K | Buy |
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|
2016
Q2 | $35K | Buy |
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|
2016
Q1 | $20K | Hold |
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|
2015
Q4 | $26K | Buy |
|