Kathleen S. Wright Associates’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-100
Closed -$3K 166
2022
Q4
$3K Buy
+100
New +$3K ﹤0.01% 186
2022
Q3
Sell
-462
Closed -$14K 184
2022
Q2
$14K Buy
462
+3
+0.7% +$91 0.01% 125
2022
Q1
$19K Buy
+459
New +$19K 0.01% 125