LGWM
Litman Gregory Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,763
| Closed | -$107K | – | 83 |
|
|
2021
Q1 | $107K | Sell |
2,763
-128
| -4% | -$4.96K | 0.02% | 73 |
|
|
2020
Q4 | $88K | Buy |
2,891
+76
| +3% | +$2.31K | 0.02% | 79 |
|
|
2020
Q3 | $68K | Hold |
2,815
| – | – | 0.01% | 87 |
|
|
2020
Q2 | $67K | Hold |
2,815
| – | – | 0.01% | 83 |
|
|
2020
Q1 | $60K | Buy |
2,815
+815
| +41% | +$17.4K | 0.02% | 75 |
|
|
2019
Q4 | $70K | Sell |
2,000
-22,415
| -92% | -$785K | 0.02% | 85 |
|
|
2019
Q3 | $712K | Sell |
24,415
-9,888
| -29% | -$288K | 0.17% | 35 |
|
|
2019
Q2 | $995K | Sell |
34,303
-4,752
| -12% | -$138K | 0.26% | 30 |
|
|
2019
Q1 | $1.08M | Sell |
39,055
-744
| -2% | -$20.5K | 0.29% | 30 |
|
|
2018
Q4 | $981K | Buy |
39,799
+2,744
| +7% | +$67.6K | 0.3% | 31 |
|
|
2018
Q3 | $1.09M | Hold |
37,055
| – | – | 0.37% | 29 |
|
|
2018
Q2 | $1.05M | Sell |
37,055
-68,605
| -65% | -$1.93M | 0.41% | 22 |
|
|
2018
Q1 | $3.17M | Buy |
+105,660
| New | +$3.17M | 1.29% | 14 |
|