Legacy Wealth Planning’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $454K | Buy |
|
|||||
|
2022
Q2 | $468K | Sell |
|
|||||
|
2022
Q1 | $627K | Sell |
|
|||||
|
2021
Q4 | $793K | Buy |
|
|||||
|
2021
Q3 | $730K | Sell |
|
|||||
|
2021
Q2 | $796K | Sell |
|
|||||
|
2021
Q1 | $786K | Sell |
|
|||||
|
2020
Q4 | $765K | Buy |
|
|||||
|
2020
Q3 | $475K | Buy |
|
|||||
|
2020
Q2 | $456K | Buy |
|
|||||
|
2020
Q1 | $403K | Sell |
|
|||||
|
2019
Q4 | $704K | Buy |
|