LPWM
Lake Point Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $47K | Buy |
1,518
+61
| +4% | +$1.89K | 0.03% | 71 |
|
|
2022
Q1 | $60K | Sell |
1,457
-324
| -18% | -$13.3K | 0.03% | 59 |
|
|
2021
Q4 | $79K | Buy |
1,781
+51
| +3% | +$2.26K | 0.03% | 54 |
|
|
2021
Q3 | $73K | Buy |
1,730
+1
| +0.1% | +$42 | 0.03% | 48 |
|
|
2021
Q2 | $71K | Buy |
+1,729
| New | +$71K | 0.03% | 50 |
|
|
2020
Q1 | $37K | Sell |
1,721
-83
| -5% | -$1.78K | 0.03% | 55 |
|
|
2019
Q4 | $64K | Buy |
+1,804
| New | +$64K | 0.02% | 101 |
|
|
2019
Q2 | $72K | Hold |
2,466
| – | – | 0.03% | 103 |
|
|
2019
Q1 | $72K | Sell |
2,466
-8,925
| -78% | -$261K | 0.03% | 103 |
|
|
2018
Q4 | $281K | Buy |
+11,391
| New | +$281K | 0.11% | 110 |
|