Lake Point Wealth Management’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$47K Buy
2022
Q1
$60K Sell
2021
Q4
$79K Buy
2021
Q3
$73K Buy
2021
Q2
$71K Buy
2020
Q1
$37K Sell
2019
Q4
$64K Buy
2019
Q2
$72K Hold
2019
Q1
$72K Sell
2018
Q4
$281K Buy