KLI
Kelman-Lazarov Inc’s Bank of America Depository Shares Series E BAC.PRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-44,350
| Closed | -$1.09M | – | 99 |
|
|
2018
Q2 | $1.09M | Sell |
44,350
-5,850
| -12% | -$143K | 0.58% | 49 |
|
|
2018
Q1 | $1.18M | Sell |
50,200
-2,950
| -6% | -$69.4K | 0.63% | 44 |
|
|
2017
Q4 | $1.27M | Sell |
53,150
-1,400
| -3% | -$33.3K | 0.65% | 45 |
|
|
2017
Q3 | $1.35M | Sell |
54,550
-1,200
| -2% | -$29.7K | 0.71% | 40 |
|
|
2017
Q2 | $1.35M | Buy |
+55,750
| New | +$1.35M | 0.74% | 43 |
|
|
2017
Q1 | – | Sell |
-60,650
| Closed | -$1.32M | – | 114 |
|
|
2016
Q4 | $1.32M | Sell |
60,650
-24,650
| -29% | -$538K | 0.75% | 42 |
|
|
2016
Q3 | $2.09M | Sell |
85,300
-225
| -0.3% | -$5.52K | 1.19% | 27 |
|
|
2016
Q2 | $2.09M | Buy |
85,525
+3,825
| +5% | +$93.3K | 1.19% | 27 |
|
|
2016
Q1 | $1.78M | Buy |
+81,700
| New | +$1.78M | 1.04% | 28 |
|