IAM Advisory’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,488
| Closed | -$513K | – | 92 |
|
|
2022
Q4 | $513K | Buy |
15,488
+333
| +2% | +$11K | 0.19% | 61 |
|
|
2022
Q3 | $458K | Buy |
15,155
+219
| +1% | +$6.62K | 0.19% | 59 |
|
|
2022
Q2 | $465K | Buy |
14,936
+580
| +4% | +$18.1K | 0.19% | 59 |
|
|
2022
Q1 | $592K | Buy |
+14,356
| New | +$592K | 0.24% | 57 |
|