LPL Financial’s Bank Of America Corporation Ws A BAC.WS.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-31,300
| Closed | -$401K | – | 3257 |
|
|
2018
Q4 | $401K | Sell |
31,300
-406
| -1% | -$5.2K | ﹤0.01% | 2212 |
|
|
2018
Q3 | $565K | Hold |
31,706
| – | – | ﹤0.01% | 2128 |
|
|
2018
Q2 | $517K | Hold |
31,706
| – | – | ﹤0.01% | 2155 |
|
|
2018
Q1 | $576K | Sell |
31,706
-500
| -2% | -$9.08K | ﹤0.01% | 2007 |
|
|
2017
Q4 | $566K | Buy |
32,206
+1,900
| +6% | +$33.4K | ﹤0.01% | 1944 |
|
|
2017
Q3 | $401K | Buy |
30,306
+12,100
| +66% | +$160K | ﹤0.01% | 2107 |
|
|
2017
Q2 | $219K | Hold |
18,206
| – | – | ﹤0.01% | 2513 |
|
|
2017
Q1 | $206K | Sell |
18,206
-223
| -1% | -$2.52K | ﹤0.01% | 2473 |
|
|
2016
Q4 | $190K | Hold |
18,429
| – | – | ﹤0.01% | 2491 |
|
|
2016
Q3 | $87K | Hold |
18,429
| – | – | ﹤0.01% | 2545 |
|
|
2016
Q2 | $57K | Sell |
18,429
-17,829
| -49% | -$55.1K | ﹤0.01% | 2553 |
|
|
2016
Q1 | $131K | Sell |
36,258
-200
| -0.5% | -$723 | ﹤0.01% | 2903 |
|
|
2015
Q4 | $201K | Buy |
36,458
+17,929
| +97% | +$98.8K | ﹤0.01% | 2823 |
|
|
2015
Q3 | $103K | Buy |
18,529
+4,406
| +31% | +$24.5K | ﹤0.01% | 2645 |
|
|
2015
Q2 | $86K | Buy |
+14,123
| New | +$86K | ﹤0.01% | 2769 |
|