Kiely Wealth Advisory Group’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$63.1K Hold
1,351
0.04% 109
2024
Q3
$62.1K Hold
1,351
0.04% 112
2024
Q2
$51.7K Sell
1,351
-42
-3% -$1.61K 0.03% 105
2024
Q1
$52.9K Buy
1,393
+42
+3% +$1.6K 0.03% 101
2023
Q4
$45.3K Buy
+1,351
New +$45.3K 0.03% 104