Litman Gregory Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $107K | Sell |
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|
2020
Q4 | $88K | Buy |
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|
2020
Q3 | $68K | Hold |
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|
2020
Q2 | $67K | Hold |
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|
2020
Q1 | $60K | Buy |
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|
2019
Q4 | $70K | Sell |
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|
2019
Q3 | $712K | Sell |
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|
2019
Q2 | $995K | Sell |
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|
2019
Q1 | $1.08M | Sell |
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|
2018
Q4 | $981K | Buy |
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|
2018
Q3 | $1.09M | Hold |
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|
2018
Q2 | $1.04M | Sell |
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|
2018
Q1 | $3.17M | Buy |
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