IAG Wealth Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.29K | Hold |
133
| – | – | ﹤0.01% | 384 |
|
|
2025
Q1 | $5.55K | Hold |
133
| – | – | ﹤0.01% | 391 |
|
|
2024
Q4 | $5.85K | Buy |
+133
| New | +$5.85K | ﹤0.01% | 410 |
|
|
2024
Q3 | – | Sell |
-55
| Closed | -$2.19K | – | 495 |
|
|
2024
Q2 | $2.19K | Sell |
55
-195
| -78% | -$7.76K | ﹤0.01% | 443 |
|
|
2024
Q1 | $9.48K | Buy |
+250
| New | +$9.48K | ﹤0.01% | 319 |
|
|
2023
Q2 | – | Sell |
-300
| Closed | -$8.58K | – | 458 |
|
|
2023
Q1 | $8.58K | Buy |
+300
| New | +$8.58K | ﹤0.01% | 329 |
|
|
2022
Q4 | – | Sell |
-230
| Closed | -$7K | – | 444 |
|
|
2022
Q3 | $7K | Sell |
230
-36
| -14% | -$1.1K | ﹤0.01% | 297 |
|
|
2022
Q2 | $8K | Sell |
266
-56
| -17% | -$1.68K | ﹤0.01% | 290 |
|
|
2022
Q1 | $13K | Buy |
322
+302
| +1,510% | +$12.2K | ﹤0.01% | 265 |
|
|
2021
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 382 |
|
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 374 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 355 |
|
|
2021
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 349 |
|
|
2020
Q3 | – | Sell |
-120
| Closed | -$3K | – | 361 |
|
|
2020
Q2 | $3K | Hold |
120
| – | – | ﹤0.01% | 306 |
|
|
2020
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 299 |
|
|
2019
Q4 | $5K | Buy |
+120
| New | +$5K | ﹤0.01% | 302 |
|