GWM
Guardian Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-95
| Closed | -$2.73K | – | 227 |
|
|
2023
Q2 | $2.73K | Hold |
95
| – | – | ﹤0.01% | 200 |
|
|
2023
Q1 | $2.73K | Hold |
95
| – | – | ﹤0.01% | 206 |
|
|
2022
Q4 | $3.16K | Hold |
95
| – | – | ﹤0.01% | 211 |
|
|
2022
Q3 | $3K | Hold |
95
| – | – | ﹤0.01% | 201 |
|
|
2022
Q2 | $3K | Hold |
95
| – | – | ﹤0.01% | 191 |
|
|
2022
Q1 | $4K | Hold |
95
| – | – | ﹤0.01% | 194 |
|
|
2021
Q4 | $4K | Buy |
+95
| New | +$4K | ﹤0.01% | 192 |
|