JFS Wealth Advisors’s Bank of America Series L BAC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20
| Closed | -$22.2K | – | 1999 |
|
|
2023
Q3 | $22.2K | Hold |
20
| – | – | ﹤0.01% | 521 |
|
|
2023
Q2 | $23.4K | Hold |
20
| – | – | ﹤0.01% | 508 |
|
|
2023
Q1 | $23.4K | Hold |
20
| – | – | ﹤0.01% | 494 |
|
|
2022
Q4 | $23.2K | Hold |
20
| – | – | ﹤0.01% | 503 |
|
|
2022
Q3 | $23K | Hold |
20
| – | – | ﹤0.01% | 540 |
|
|
2022
Q2 | $24K | Hold |
20
| – | – | ﹤0.01% | 546 |
|
|
2022
Q1 | $26K | Hold |
20
| – | – | ﹤0.01% | 540 |
|
|
2021
Q4 | $29K | Buy |
+20
| New | +$29K | ﹤0.01% | 505 |
|
|
2020
Q4 | – | Sell |
-10
| Closed | -$15K | – | 575 |
|
|
2020
Q3 | $15K | Hold |
10
| – | – | ﹤0.01% | 343 |
|
|
2020
Q2 | $13K | Hold |
10
| – | – | ﹤0.01% | 357 |
|
|
2020
Q1 | $13K | Hold |
10
| – | – | ﹤0.01% | 312 |
|
|
2019
Q4 | $14K | Hold |
10
| – | – | ﹤0.01% | 349 |
|
|
2019
Q3 | $15K | Hold |
10
| – | – | ﹤0.01% | 324 |
|
|
2019
Q2 | $14K | Hold |
10
| – | – | ﹤0.01% | 338 |
|
|
2019
Q1 | $13K | Hold |
10
| – | – | ﹤0.01% | 335 |
|
|
2018
Q4 | $13K | Hold |
10
| – | – | ﹤0.01% | 319 |
|
|
2018
Q3 | $13K | Hold |
10
| – | – | ﹤0.01% | 372 |
|
|
2018
Q2 | $13K | Hold |
10
| – | – | ﹤0.01% | 345 |
|
|
2018
Q1 | $13K | Hold |
10
| – | – | ﹤0.01% | 347 |
|
|
2017
Q4 | $13K | Buy |
+10
| New | +$13K | ﹤0.01% | 362 |
|