Lee Financial Group Hawaii’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-127,202
| Closed | -$3.69M | – | 26 |
|
|
2019
Q2 | $3.69M | Sell |
127,202
-370
| -0.3% | -$10.7K | 3.15% | 13 |
|
|
2019
Q1 | $3.52M | Buy |
127,572
+3,944
| +3% | +$109K | 3.28% | 9 |
|
|
2018
Q4 | $3.05M | Buy |
123,628
+1,222
| +1% | +$30.1K | 3.27% | 9 |
|
|
2018
Q3 | $3.61M | Buy |
122,406
+2,058
| +2% | +$60.6K | 3.21% | 9 |
|
|
2018
Q2 | $3.39M | Buy |
120,348
+3,403
| +3% | +$95.9K | 3.14% | 9 |
|
|
2018
Q1 | $3.51M | Sell |
116,945
-1,324
| -1% | -$39.7K | 3.38% | 9 |
|
|
2017
Q4 | $3.49M | Buy |
+118,269
| New | +$3.49M | 3.24% | 8 |
|