HGWM
Harvest Group Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,717
| Closed | -$204K | – | 98 |
|
|
2020
Q4 | $204K | Sell |
6,717
-576
| -8% | -$17.5K | 0.12% | 40 |
|
|
2020
Q3 | $176K | Buy |
7,293
+28
| +0.4% | +$676 | 0.12% | 40 |
|
|
2020
Q2 | $172K | Buy |
7,265
+29
| +0.4% | +$687 | 0.14% | 39 |
|
|
2020
Q1 | $153K | Buy |
7,236
+30
| +0.4% | +$634 | 0.15% | 41 |
|
|
2019
Q4 | $253K | Sell |
7,206
-2,227
| -24% | -$78.2K | 0.22% | 27 |
|
|
2019
Q3 | $275K | Buy |
9,433
+59
| +0.6% | +$1.72K | 0.34% | 20 |
|
|
2019
Q2 | $271K | Sell |
9,374
-20,446
| -69% | -$591K | 0.35% | 20 |
|
|
2019
Q1 | $823K | Sell |
29,820
-150
| -0.5% | -$4.14K | 0.76% | 21 |
|
|
2018
Q4 | $738K | Buy |
29,970
+3,062
| +11% | +$75.4K | 0.95% | 16 |
|
|
2018
Q3 | $793K | Buy |
26,908
+19
| +0.1% | +$560 | 0.55% | 17 |
|
|
2018
Q2 | $758K | Sell |
26,889
-5,940
| -18% | -$167K | 0.52% | 22 |
|
|
2018
Q1 | $985K | Buy |
32,829
+808
| +3% | +$24.2K | 0.66% | 21 |
|
|
2017
Q4 | $945K | Buy |
+32,021
| New | +$945K | 0.58% | 22 |
|