LAM
Lebenthal Asset Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $596K | Sell |
25,260
-5,200
| -17% | -$123K | 0.07% | 250 |
|
|
2016
Q4 | $673K | Sell |
30,460
-4,050
| -12% | -$89.5K | 0.09% | 236 |
|
|
2016
Q3 | $540K | Buy |
34,510
+2,270
| +7% | +$35.5K | 0.07% | 245 |
|
|
2016
Q2 | $428K | Buy |
32,240
+3,550
| +12% | +$47.1K | 0.06% | 254 |
|
|
2016
Q1 | $388K | Buy |
+28,690
| New | +$388K | 0.16% | 71 |
|