Investmark Advisory Group’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,074
Closed -$201K 118
2024
Q3
$201K Hold
5,074
0.1% 119
2024
Q2
$202K Buy
+5,074
New +$202K 0.11% 113
2022
Q1
Sell
-1,500
Closed -$66K 112
2021
Q4
$66K Buy
+1,500
New +$66K 0.06% 142