Guild Investment Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-68,423
| Closed | -$1.89M | – | 40 |
|
|
2019
Q1 | $1.89M | Buy |
+68,423
| New | +$1.89M | 2.46% | 15 |
|
|
2018
Q3 | – | Sell |
-136,940
| Closed | -$3.86M | – | 42 |
|
|
2018
Q2 | $3.86M | Buy |
136,940
+5,680
| +4% | +$160K | 7.43% | 5 |
|
|
2018
Q1 | $3.94M | Buy |
131,260
+93,200
| +245% | +$2.79M | 5.47% | 9 |
|
|
2017
Q4 | $1.12M | Buy |
+38,060
| New | +$1.12M | 1.05% | 23 |
|
|
2017
Q2 | – | Sell |
-150,590
| Closed | -$3.55M | – | 21 |
|
|
2017
Q1 | $3.55M | Buy |
+150,590
| New | +$3.55M | 3.46% | 9 |
|