Level Financial Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,004
| Closed | -$33.8K | – | 93 |
|
|
2023
Q4 | $33.8K | Hold |
1,004
| – | – | 0.02% | 135 |
|
|
2023
Q3 | $27.5K | Hold |
1,004
| – | – | 0.02% | 135 |
|
|
2023
Q2 | $28.8K | Hold |
1,004
| – | – | 0.02% | 134 |
|
|
2023
Q1 | $28.7K | Sell |
1,004
-25
| -2% | -$715 | 0.02% | 118 |
|
|
2022
Q4 | $34K | Buy |
1,029
+25
| +2% | +$826 | 0.02% | 109 |
|
|
2022
Q3 | $30K | Hold |
1,004
| – | – | 0.02% | 120 |
|
|
2022
Q2 | $31K | Hold |
1,004
| – | – | 0.02% | 127 |
|
|
2022
Q1 | $41K | Sell |
1,004
-124
| -11% | -$5.06K | 0.03% | 103 |
|
|
2021
Q4 | $50K | Buy |
+1,128
| New | +$50K | 0.04% | 94 |
|