HWM
Hohimer Wealth Management’s Bank of America Series L BAC.PRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-413
| Closed | -$484K | – | 178 |
|
|
2022
Q3 | $484K | Hold |
413
| – | – | 0.16% | 136 |
|
|
2022
Q2 | $497K | Hold |
413
| – | – | 0.15% | 143 |
|
|
2022
Q1 | $542K | Buy |
413
+6
| +1% | +$7.87K | 0.11% | 146 |
|
|
2021
Q4 | $588K | Buy |
+407
| New | +$588K | 0.12% | 137 |
|
|
2020
Q4 | – | Sell |
-427
| Closed | -$626K | – | 196 |
|
|
2020
Q3 | $626K | Hold |
427
| – | – | 0.18% | 133 |
|
|
2020
Q2 | $573K | Hold |
427
| – | – | 0.2% | 136 |
|
|
2020
Q1 | $575K | Buy |
427
+18
| +4% | +$24.2K | 0.24% | 130 |
|
|
2019
Q4 | $593K | Buy |
+409
| New | +$593K | 0.21% | 156 |
|