High Net Worth Advisory Group’s Bank of America Series L BAC.PRL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-50
| Closed | -$58K | – | 225 |
|
2022
Q4 | $58K | Hold |
50
| – | – | 0.02% | 305 |
|
2022
Q3 | $59K | Hold |
50
| – | – | 0.03% | 303 |
|
2022
Q2 | $60K | Hold |
50
| – | – | 0.02% | 294 |
|
2022
Q1 | $66K | Hold |
50
| – | – | 0.02% | 305 |
|
2021
Q4 | $72K | Buy |
+50
| New | +$72K | 0.03% | 301 |
|