IPC
Independent Portfolio Consultants’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.93M | Buy |
120,829
+44,018
| +57% | +$1.07M | 1.22% | 8 |
|
|
2017
Q1 | $1.81M | Sell |
76,811
-62,642
| -45% | -$1.48M | 0.63% | 20 |
|
|
2016
Q4 | $3.08M | Sell |
139,453
-22,982
| -14% | -$508K | 1.01% | 8 |
|
|
2016
Q3 | $2.54M | Sell |
162,435
-17,100
| -10% | -$268K | 0.8% | 15 |
|
|
2016
Q2 | $2.38M | Buy |
179,535
+14,855
| +9% | +$197K | 0.75% | 15 |
|
|
2016
Q1 | $2.23M | Buy |
164,680
+9,204
| +6% | +$124K | 0.62% | 23 |
|
|
2015
Q4 | $2.62M | Sell |
155,476
-110,475
| -42% | -$1.86M | 0.78% | 13 |
|
|
2015
Q3 | $4.14M | Buy |
265,951
+18,316
| +7% | +$285K | 0.9% | 11 |
|
|
2015
Q2 | $4.22M | Buy |
247,635
+13,320
| +6% | +$227K | 0.84% | 13 |
|
|
2015
Q1 | $3.61M | Buy |
234,315
+10,744
| +5% | +$165K | 0.74% | 19 |
|
|
2014
Q4 | $4M | Buy |
223,571
+130,319
| +140% | +$2.33M | 0.81% | 13 |
|
|
2014
Q3 | $1.59M | Buy |
93,252
+36,957
| +66% | +$630K | 0.43% | 46 |
|
|
2014
Q2 | $865K | Buy |
56,295
+1,233
| +2% | +$18.9K | 0.24% | 105 |
|
|
2014
Q1 | $947K | Sell |
55,062
-7,043
| -11% | -$121K | 0.3% | 89 |
|
|
2013
Q4 | $967K | Buy |
62,105
+25,845
| +71% | +$402K | 0.34% | 68 |
|
|
2013
Q3 | $500K | Buy |
36,260
+25
| +0.1% | +$345 | 0.2% | 202 |
|
|
2013
Q2 | $466K | Buy |
+36,235
| New | +$466K | 0.21% | 205 |
|