KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,027
| Closed | -$372K | – | 46 |
|
|
2021
Q2 | $372K | Buy |
9,027
+577
| +7% | +$23.8K | 0.15% | 95 |
|
|
2021
Q1 | $327K | Buy |
8,450
+188
| +2% | +$7.28K | 0.17% | 97 |
|
|
2020
Q4 | $250K | Sell |
8,262
-80
| -1% | -$2.42K | 0.15% | 102 |
|
|
2020
Q3 | $201K | Buy |
+8,342
| New | +$201K | 0.15% | 103 |
|