Institute for Wealth Management’s Bank Of America Corporation Ws A BAC.WS.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-33,015
| Closed | -$423K | – | 472 |
|
|
2018
Q4 | $423K | Hold |
33,015
| – | – | 0.17% | 164 |
|
|
2018
Q3 | $605K | Buy |
33,015
+2,000
| +6% | +$36.7K | 0.2% | 146 |
|
|
2018
Q2 | $506K | Sell |
31,015
-2,000
| -6% | -$32.6K | 0.16% | 163 |
|
|
2018
Q1 | $595K | Hold |
33,015
| – | – | 0.18% | 175 |
|
|
2017
Q4 | $580K | Hold |
33,015
| – | – | 0.13% | 200 |
|
|
2017
Q3 | $436K | Hold |
33,015
| – | – | 0.14% | 194 |
|
|
2017
Q2 | $397K | Buy |
+33,015
| New | +$397K | 0.11% | 261 |
|