KPW
Kore Private Wealth’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $894K | Sell |
29,594
-453
| -2% | -$13.7K | 0.16% | 85 |
|
|
2022
Q2 | $935K | Sell |
30,047
-849
| -3% | -$26.4K | 0.14% | 108 |
|
|
2022
Q1 | $1.27M | Buy |
30,896
+990
| +3% | +$40.8K | 0.16% | 99 |
|
|
2021
Q4 | $1.33M | Sell |
29,906
-14,550
| -33% | -$648K | 0.16% | 101 |
|
|
2021
Q3 | $1.89M | Buy |
44,456
+2,962
| +7% | +$126K | 0.2% | 90 |
|
|
2021
Q2 | $1.71M | Buy |
41,494
+1,847
| +5% | +$76.2K | 0.19% | 94 |
|
|
2021
Q1 | $1.53M | Buy |
39,647
+1,111
| +3% | +$43K | 0.21% | 85 |
|
|
2020
Q4 | $1.17M | Buy |
38,536
+1,438
| +4% | +$43.6K | 0.18% | 87 |
|
|
2020
Q3 | $894K | Buy |
37,098
+977
| +3% | +$23.5K | 0.17% | 94 |
|
|
2020
Q2 | $857K | Buy |
36,121
+3,250
| +10% | +$77.1K | 0.18% | 92 |
|
|
2020
Q1 | $698K | Buy |
32,871
+2,945
| +10% | +$62.5K | 0.17% | 91 |
|
|
2019
Q4 | $1.05M | Sell |
29,926
-1,282
| -4% | -$45.2K | 0.2% | 91 |
|
|
2019
Q3 | $887K | Buy |
31,208
+585
| +2% | +$16.6K | 0.2% | 93 |
|
|
2019
Q2 | $888K | Buy |
30,623
+364
| +1% | +$10.6K | 0.2% | 94 |
|
|
2019
Q1 | $835K | Sell |
30,259
-1,048
| -3% | -$28.9K | 0.19% | 95 |
|
|
2018
Q4 | $771K | Buy |
+31,307
| New | +$771K | 0.21% | 92 |
|