Huber 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,922
| Closed | -$314K | – | 113 |
|
|
2019
Q4 | $314K | Buy |
8,922
+29
| +0.3% | +$1.02K | 0.11% | 93 |
|
|
2019
Q3 | $259K | Buy |
8,893
+62
| +0.7% | +$1.81K | 0.1% | 101 |
|
|
2019
Q2 | $256K | Buy |
8,831
+29
| +0.3% | +$841 | 0.11% | 102 |
|
|
2019
Q1 | $243K | Sell |
8,802
-500
| -5% | -$13.8K | 0.12% | 102 |
|
|
2018
Q4 | $229K | Buy |
9,302
+783
| +9% | +$19.3K | 0.13% | 88 |
|
|
2018
Q3 | $251K | Buy |
8,519
+1
| +0% | +$29 | 0.19% | 87 |
|
|
2018
Q2 | $240K | Buy |
8,518
+165
| +2% | +$4.65K | 0.22% | 82 |
|
|
2018
Q1 | $251K | Hold |
8,353
| – | – | 0.25% | 77 |
|
|
2017
Q4 | $247K | Buy |
+8,353
| New | +$247K | 0.27% | 65 |
|