IronBridge Private Wealth’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 |
-521
| Closed | -$23K | – | 58 |
|
2021
Q4 | $23K | Hold |
521
| – | – | 0.01% | 121 |
|
2021
Q3 | $22K | Hold |
521
| – | – | 0.01% | 88 |
|
2021
Q2 | $21K | Hold |
521
| – | – | 0.01% | 93 |
|
2021
Q1 | $20K | Hold |
521
| – | – | 0.01% | 98 |
|
2020
Q4 | $16K | Buy |
+521
| New | +$16K | 0.01% | 101 |
|