LWP
Legacy Wealth Planning’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $454K | Buy |
15,026
+7
| +0% | +$212 | 0.75% | 30 |
|
|
2022
Q2 | $468K | Sell |
15,019
-199
| -1% | -$6.2K | 0.67% | 36 |
|
|
2022
Q1 | $627K | Sell |
15,218
-2,605
| -15% | -$107K | 0.74% | 32 |
|
|
2021
Q4 | $793K | Buy |
17,823
+624
| +4% | +$27.8K | 0.9% | 26 |
|
|
2021
Q3 | $730K | Sell |
17,199
-2,119
| -11% | -$89.9K | 0.82% | 29 |
|
|
2021
Q2 | $796K | Sell |
19,318
-995
| -5% | -$41K | 0.91% | 28 |
|
|
2021
Q1 | $786K | Sell |
20,313
-4,938
| -20% | -$191K | 1% | 28 |
|
|
2020
Q4 | $765K | Buy |
25,251
+5,551
| +28% | +$168K | 0.98% | 24 |
|
|
2020
Q3 | $475K | Buy |
19,700
+508
| +3% | +$12.2K | 0.54% | 37 |
|
|
2020
Q2 | $456K | Buy |
19,192
+208
| +1% | +$4.94K | 0.54% | 35 |
|
|
2020
Q1 | $403K | Sell |
18,984
-991
| -5% | -$21K | 0.65% | 32 |
|
|
2019
Q4 | $704K | Buy |
+19,975
| New | +$704K | 0.8% | 31 |
|