Ironwood Financial’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-823
Closed -$35K 163
2021
Q3
$35K Hold
823
0.01% 227
2021
Q2
$34K Buy
823
+23
+3% +$950 0.01% 224
2021
Q1
$31K Hold
800
0.01% 217
2020
Q4
$24K Hold
800
0.01% 223
2020
Q3
$19K Sell
800
-100
-11% -$2.38K 0.01% 195
2020
Q2
$21K Hold
900
0.01% 174
2020
Q1
$19K Buy
900
+100
+13% +$2.11K 0.01% 154
2019
Q4
$28K Hold
800
0.01% 166
2019
Q3
$23K Hold
800
0.01% 185
2019
Q2
$23K Hold
800
0.01% 183
2019
Q1
$22K Hold
800
0.01% 183
2018
Q4
$20K Hold
800
0.01% 180
2018
Q3
$24K Hold
800
0.01% 174
2018
Q2
$23K Hold
800
0.01% 143
2018
Q1
$24K Hold
800
0.03% 121
2017
Q4
$24K Hold
800
0.01% 123
2017
Q3
$20K Hold
800
0.01% 145
2017
Q2
$19K Hold
800
0.01% 141
2017
Q1
$19K Hold
800
0.01% 137
2016
Q4
$18K Hold
800
0.01% 139
2016
Q3
$13K Hold
800
0.01% 156
2016
Q2
$11K Hold
800
0.01% 161
2016
Q1
$11K Buy
+800
New +$11K 0.01% 164
2015
Q3
$86K Sell
5,576
-212
-4% -$3.27K 0.04% 89
2015
Q2
$99K Buy
5,788
+2,783
+93% +$47.6K 0.05% 83
2015
Q1
$46K Sell
3,005
-41
-1% -$628 0.02% 115
2014
Q4
$50K Buy
+3,046
New +$50K 0.03% 103