GoalVest Advisory’s Bank of America Series L BAC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Hold |
19
| – | – | 0.01% | 262 |
|
|
2025
Q1 | $23.5K | Hold |
19
| – | – | 0.01% | 229 |
|
|
2024
Q4 | $23.2K | Hold |
19
| – | – | 0.01% | 236 |
|
|
2024
Q3 | $24.2K | Hold |
19
| – | – | 0.01% | 254 |
|
|
2024
Q2 | $22.7K | Hold |
19
| – | – | 0.01% | 230 |
|
|
2024
Q1 | $22.7K | Hold |
19
| – | – | 0.01% | 259 |
|
|
2023
Q4 | $22.9K | Hold |
19
| – | – | 0.01% | 198 |
|
|
2023
Q3 | $21.1K | Hold |
19
| – | – | 0.01% | 212 |
|
|
2023
Q2 | $22.3K | Buy |
+19
| New | +$22.3K | 0.01% | 192 |
|