J.P. Morgan Private Wealth Advisors’s Bank Of America Corporation Ws A BAC.WS.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-20,000
| Closed | -$356K | – | 1633 |
|
|
2018
Q3 | $356K | Buy |
+20,000
| New | +$356K | ﹤0.01% | 1215 |
|
|
2018
Q1 | – | Sell |
-20,000
| Closed | -$351K | – | 1406 |
|
|
2017
Q4 | $351K | Hold |
20,000
| – | – | ﹤0.01% | 994 |
|
|
2017
Q3 | $265K | Hold |
20,000
| – | – | ﹤0.01% | 1060 |
|
|
2017
Q2 | $241K | Hold |
20,000
| – | – | ﹤0.01% | 1089 |
|
|
2017
Q1 | $226K | Buy |
+20,000
| New | +$226K | ﹤0.01% | 1194 |
|
|
2016
Q4 | – | Sell |
-20,000
| Closed | -$92K | – | 1325 |
|
|
2016
Q3 | $92K | Hold |
20,000
| – | – | ﹤0.01% | 1188 |
|
|
2016
Q2 | $70K | Sell |
20,000
-1,015
| -5% | -$3.55K | ﹤0.01% | 1223 |
|
|
2016
Q1 | $82K | Buy |
+21,015
| New | +$82K | ﹤0.01% | 1151 |
|
|
2015
Q4 | – | Sell |
-20,000
| Closed | -$115K | – | 1230 |
|
|
2015
Q3 | $115K | Sell |
20,000
-36,992
| -65% | -$213K | ﹤0.01% | 984 |
|
|
2015
Q2 | $352K | Buy |
56,992
+36,992
| +185% | +$228K | ﹤0.01% | 792 |
|
|
2015
Q1 | $117K | Hold |
20,000
| – | – | ﹤0.01% | 1080 |
|
|
2014
Q4 | $141K | Hold |
20,000
| – | – | ﹤0.01% | 1032 |
|
|
2014
Q3 | $150K | Buy |
+20,000
| New | +$150K | ﹤0.01% | 1013 |
|