Lionsbridge Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,214
| Closed | -$297K | – | 54 |
|
|
2021
Q2 | $297K | Sell |
7,214
-197
| -3% | -$8.11K | 0.32% | 48 |
|
|
2021
Q1 | $286K | Sell |
7,411
-97
| -1% | -$3.74K | 0.28% | 52 |
|
|
2020
Q4 | $227K | Buy |
+7,508
| New | +$227K | 0.25% | 47 |
|
|
2020
Q1 | – | Sell |
-9,292
| Closed | -$324K | – | 64 |
|
|
2019
Q4 | $324K | Buy |
+9,292
| New | +$324K | 0.3% | 46 |
|