Isthmus Partners’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-221
| Closed | -$7K | – | 147 |
|
|
2018
Q3 | $7K | Hold |
221
| – | – | ﹤0.01% | 253 |
|
|
2018
Q2 | $6K | Hold |
221
| – | – | ﹤0.01% | 243 |
|
|
2018
Q1 | $7K | Hold |
221
| – | – | ﹤0.01% | 236 |
|
|
2017
Q4 | $7K | Hold |
221
| – | – | ﹤0.01% | 246 |
|
|
2017
Q3 | $6K | Buy |
+221
| New | +$6K | ﹤0.01% | 257 |
|
|
2017
Q2 | – | Sell |
-680
| Closed | -$16K | – | 281 |
|
|
2017
Q1 | $16K | Hold |
680
| – | – | ﹤0.01% | 230 |
|
|
2016
Q4 | $15K | Buy |
+680
| New | +$15K | ﹤0.01% | 232 |
|