Integrated Wealth Management’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$963K Buy
2016
Q4
$894K Sell
2016
Q3
$672K Sell
2016
Q2
$669K Buy
2016
Q1
$659K Sell
2015
Q4
$844K Sell
2015
Q3
$796K Sell
2015
Q2
$878K Sell
2015
Q1
$803K Buy