HC Financial Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $100K | Buy |
3,220
+325
| +11% | +$10.1K | 0.07% | 97 |
|
|
2022
Q1 | $119K | Sell |
2,895
-250
| -8% | -$10.3K | 0.07% | 98 |
|
|
2021
Q4 | $140K | Sell |
3,145
-715
| -19% | -$31.8K | 0.08% | 95 |
|
|
2021
Q3 | $164K | Sell |
3,860
-1,000
| -21% | -$42.5K | 0.1% | 84 |
|
|
2021
Q2 | $200K | Hold |
4,860
| – | – | 0.12% | 79 |
|
|
2021
Q1 | $188K | Hold |
4,860
| – | – | 0.11% | 78 |
|
|
2020
Q4 | $147K | Hold |
4,860
| – | – | 0.09% | 88 |
|
|
2020
Q3 | $117K | Hold |
4,860
| – | – | 0.08% | 86 |
|
|
2020
Q2 | $115K | Sell |
4,860
-200
| -4% | -$4.73K | 0.09% | 80 |
|
|
2020
Q1 | $107K | Buy |
+5,060
| New | +$107K | 0.1% | 80 |
|