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 |
|