Hoover 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $580K | Buy |
14,059
+2,280
| +19% | +$94.1K | 0.1% | 71 |
|
|
2021
Q1 | $490K | Buy |
11,779
+120
| +1% | +$4.99K | 0.09% | 70 |
|
|
2020
Q4 | $396K | Sell |
11,659
-38
| -0.3% | -$1.29K | 0.1% | 62 |
|
|
2020
Q3 | $282K | Sell |
11,697
-1,018
| -8% | -$24.5K | 0.09% | 75 |
|
|
2020
Q2 | $302K | Hold |
12,715
| – | – | 0.12% | 67 |
|
|
2020
Q1 | $270K | Hold |
12,715
| – | – | 0.15% | 60 |
|
|
2019
Q4 | $448K | Sell |
12,715
-2,958
| -19% | -$104K | 0.22% | 52 |
|
|
2019
Q3 | $457K | Sell |
15,673
-606
| -4% | -$17.7K | 0.41% | 35 |
|
|
2019
Q2 | $472K | Buy |
16,279
+54
| +0.3% | +$1.57K | 0.43% | 33 |
|
|
2019
Q1 | $448K | Sell |
16,225
-244
| -1% | -$6.74K | 0.43% | 32 |
|
|
2018
Q4 | $406K | Buy |
+16,469
| New | +$406K | 0.45% | 34 |
|