Impact Partnership Wealth’s Bank of America BAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,617	Closed	-$137K	–	251
2024 Q1	$137K	Buy	3,617 +2,118	+141%	+$80.3K	0.05%	218
2023 Q4	$50.5K	Sell	1,499 -745	-33%	-$25.1K	0.02%	322
2023 Q3	$61.4K	Buy	2,244 +2,015	+880%	+$55.2K	0.02%	369
2023 Q2	$6.57K	Buy	+229	New	+$6.57K	﹤0.01%	463