Halpern Financial’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 233 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 224 |
|
|
2023
Q4 | – | Sell |
-113
| Closed | -$3.09K | – | 254 |
|
|
2023
Q3 | $3.09K | Buy |
+113
| New | +$3.09K | ﹤0.01% | 192 |
|
|
2022
Q3 | – | Sell |
-427
| Closed | -$13.3K | – | 226 |
|
|
2022
Q2 | $13.3K | Sell |
427
-30
| -7% | -$934 | 0.01% | 145 |
|
|
2022
Q1 | $18.8K | Hold |
457
| – | – | 0.01% | 144 |
|
|
2021
Q4 | $20.3K | Hold |
457
| – | – | 0.01% | 142 |
|
|
2021
Q3 | $19.4K | Buy |
457
+30
| +7% | +$1.27K | 0.01% | 120 |
|
|
2021
Q2 | $17.6K | Hold |
427
| – | – | 0.01% | 112 |
|
|
2021
Q1 | $16.5K | Buy |
+427
| New | +$16.5K | 0.01% | 108 |
|
|
2020
Q3 | – | Sell |
-23
| Closed | -$546 | – | 209 |
|
|
2020
Q2 | $546 | Hold |
23
| – | – | ﹤0.01% | 165 |
|
|
2020
Q1 | $488 | Hold |
23
| – | – | ﹤0.01% | 149 |
|
|
2019
Q4 | $810 | Buy |
+23
| New | +$810 | ﹤0.01% | 172 |
|