Independent Wealth Network’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-5,450
Closed -$242K 203
2021
Q4
$242K Buy
5,450
+460
+9% +$20.4K 0.15% 169
2021
Q3
$241K Buy
+4,990
New +$241K 0.16% 163