LWM
Lakeridge Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,113
| Closed | -$362K | – | 154 |
|
|
2024
Q3 | $362K | Buy |
9,113
+6
| +0.1% | +$238 | 0.2% | 99 |
|
|
2024
Q2 | $362K | Buy |
9,107
+5
| +0.1% | +$199 | 0.22% | 94 |
|
|
2024
Q1 | $345K | Sell |
9,102
-8,160
| -47% | -$309K | 0.22% | 88 |
|
|
2023
Q4 | $581K | Buy |
+17,262
| New | +$581K | 0.42% | 48 |
|