LWM
LBA Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $797K | Buy |
33,771
+1,825
| +6% | +$43.1K | 0.42% | 44 |
|
|
2016
Q4 | $706K | Sell |
31,946
-1,350
| -4% | -$29.8K | 0.39% | 46 |
|
|
2016
Q3 | $521K | Sell |
33,296
-225
| -0.7% | -$3.52K | 0.29% | 58 |
|
|
2016
Q2 | $445K | Buy |
33,521
+2,300
| +7% | +$30.5K | 0.25% | 71 |
|
|
2016
Q1 | $422K | Buy |
31,221
+2,175
| +7% | +$29.4K | 0.24% | 70 |
|
|
2015
Q4 | $489K | Buy |
29,046
+5,335
| +23% | +$89.8K | 0.28% | 65 |
|
|
2015
Q3 | $369K | Buy |
23,711
+2,200
| +10% | +$34.2K | 0.23% | 79 |
|
|
2015
Q2 | $366K | Buy |
21,511
+1,125
| +6% | +$19.1K | 0.23% | 74 |
|
|
2015
Q1 | $314K | Buy |
20,386
+6,725
| +49% | +$104K | 0.2% | 84 |
|
|
2014
Q4 | $244K | Buy |
13,661
+7,200
| +111% | +$129K | 0.16% | 93 |
|
|
2014
Q3 | $110K | Sell |
6,461
-800
| -11% | -$13.6K | 0.08% | 133 |
|
|
2014
Q2 | $112K | Sell |
7,261
-425
| -6% | -$6.56K | 0.09% | 129 |
|
|
2014
Q1 | $140K | Buy |
7,686
+125
| +2% | +$2.28K | 0.11% | 103 |
|
|
2013
Q4 | $126K | Buy |
+7,561
| New | +$126K | 0.1% | 104 |
|