Gupta Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $560K | Sell |
41,437
-2,795
| -6% | -$37.8K | 0.13% | 137 |
|
|
2015
Q4 | $744K | Buy |
44,232
+1,623
| +4% | +$27.3K | 0.19% | 106 |
|
|
2015
Q3 | $664K | Sell |
42,609
-1,726
| -4% | -$26.9K | 0.16% | 115 |
|
|
2015
Q2 | $755K | Sell |
44,335
-15,633
| -26% | -$266K | 0.19% | 112 |
|
|
2015
Q1 | $923K | Buy |
+59,968
| New | +$923K | 0.27% | 88 |
|