Integrated Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $963K | Buy |
40,834
+401
| +1% | +$9.46K | 0.32% | 83 |
|
|
2016
Q4 | $894K | Sell |
40,433
-2,491
| -6% | -$55.1K | 0.33% | 82 |
|
|
2016
Q3 | $672K | Sell |
42,924
-7,466
| -15% | -$117K | 0.24% | 96 |
|
|
2016
Q2 | $669K | Buy |
50,390
+1,630
| +3% | +$21.6K | 0.26% | 83 |
|
|
2016
Q1 | $659K | Sell |
48,760
-1,382
| -3% | -$18.7K | 0.28% | 77 |
|
|
2015
Q4 | $844K | Sell |
50,142
-969
| -2% | -$16.3K | 0.36% | 68 |
|
|
2015
Q3 | $796K | Sell |
51,111
-488
| -0.9% | -$7.6K | 0.35% | 65 |
|
|
2015
Q2 | $878K | Sell |
51,599
-630
| -1% | -$10.7K | 0.34% | 63 |
|
|
2015
Q1 | $803K | Buy |
+52,229
| New | +$803K | 0.34% | 67 |
|