Karp Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,797
| Closed | -$302K | – | 136 |
|
|
2021
Q4 | $302K | Hold |
6,797
| – | – | 0.04% | 125 |
|
|
2021
Q3 | $289K | Buy |
6,797
+10
| +0.1% | +$425 | 0.04% | 145 |
|
|
2021
Q2 | $280K | Buy |
+6,787
| New | +$280K | 0.04% | 146 |
|
|
2019
Q1 | – | Sell |
-1,265
| Closed | -$31K | – | 129 |
|
|
2018
Q4 | $31K | Buy |
+1,265
| New | +$31K | 0.01% | 178 |
|
|
2015
Q1 | – | Sell |
-29,000
| Closed | -$519K | – | 356 |
|
|
2014
Q4 | $519K | Buy |
+29,000
| New | +$519K | 0.38% | 63 |
|