Heritage Wealth Management (Arizona)’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
Q4 | $42.9K | Buy |
1,296
+474
| +58% | +$15.7K | 0.01% | 521 |
|
|
2022
Q3 | $25K | Sell |
822
-59,199
| -99% | -$1.8M | 0.01% | 491 |
|
|
2022
Q2 | $1.87M | Buy |
60,021
+48,933
| +441% | +$1.52M | 0.62% | 33 |
|
|
2022
Q1 | $457K | Buy |
+11,088
| New | +$457K | 0.12% | 128 |
|
|
2021
Q3 | $469K | Hold |
11,041
| – | – | 0.17% | 97 |
|
|
2021
Q2 | $455K | Sell |
11,041
-1,157
| -9% | -$47.7K | 0.17% | 97 |
|
|
2021
Q1 | $472K | Buy |
+12,198
| New | +$472K | 0.27% | 71 |
|