Jackson Financial Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,358
| Closed | -$203K | – | 36 |
|
|
2019
Q1 | $203K | Sell |
7,358
-1,599
| -18% | -$44.1K | 0.13% | 38 |
|
|
2018
Q4 | $221K | Buy |
8,957
+1,696
| +23% | +$41.8K | 0.24% | 32 |
|
|
2018
Q3 | $214K | Buy |
7,261
+2
| +0% | +$59 | 0.17% | 39 |
|
|
2018
Q2 | $205K | Sell |
7,259
-405
| -5% | -$11.4K | 0.18% | 36 |
|
|
2018
Q1 | $230K | Sell |
7,664
-693
| -8% | -$20.8K | 0.21% | 34 |
|
|
2017
Q4 | $247K | Buy |
+8,357
| New | +$247K | 0.23% | 33 |
|