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Jessup Wealth Management’s Bank of America BAC Stock Holding History

Jessup Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14,307
Closed -$409K – 67
2023
Q1 		$409K Sell
14,307
-118,481
-89% -$3.39M 0.24% 51
2022
Q4 		$4.4M Buy
+132,788
New +$4.4M 2.79% 16