Laurel Wealth Planning’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,021
| Closed | -$66.9K | – | 75 |
|
|
2022
Q4 | $66.9K | Hold |
2,021
| – | – | 0.04% | 99 |
|
|
2022
Q3 | $61K | Hold |
2,021
| – | – | 0.04% | 96 |
|
|
2022
Q2 | $63K | Hold |
2,021
| – | – | 0.04% | 102 |
|
|
2022
Q1 | $83K | Buy |
2,021
+2,000
| +9,524% | +$82.1K | 0.06% | 102 |
|
|
2021
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 192 |
|
|
2021
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 200 |
|
|
2021
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 120 |
|
|
2021
Q1 | $0 | Hold |
21
| – | – | ﹤0.01% | 119 |
|
|
2020
Q4 | $0 | Buy |
+21
| New | – | ﹤0.01% | 118 |
|