KA
Kaizen Advisory’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $620K | Buy |
25,157
+2,008
| +9% | +$49.5K | 0.43% | 90 |
|
|
2018
Q3 | $682K | Hold |
23,149
| – | – | 0.36% | 112 |
|
|
2018
Q2 | $653K | Buy |
23,149
+13,700
| +145% | +$386K | 0.33% | 110 |
|
|
2018
Q1 | $283K | Hold |
9,449
| – | – | 0.28% | 46 |
|
|
2017
Q4 | $279K | Buy |
+9,449
| New | +$279K | 0.17% | 109 |
|