Kays Financial Advisory’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.63M | Buy |
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|
2020
Q2 | $3.11M | Buy |
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|
2020
Q1 | $2.67M | Buy |
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|
2019
Q4 | $4.16M | Buy |
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|
2019
Q3 | $3.42M | Sell |
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|
2019
Q2 | $3.4M | Buy |
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|
2019
Q1 | $3.13M | Buy |
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|
2018
Q4 | $1.44M | Buy |
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|
2018
Q3 | $1.62M | Sell |
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|
2018
Q2 | $1.58M | Buy |
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|
2018
Q1 | $1.59M | Buy |
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|
2017
Q4 | $422K | Sell |
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|
2017
Q3 | $364K | Buy |
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|
2017
Q2 | $344K | Buy |
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|
2017
Q1 | $313K | Buy |
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|
2016
Q4 | $287K | Buy |
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|
2016
Q3 | $138K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $245K | Sell |
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|
2013
Q4 | $230K | Buy |
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