LWP
Lumature Wealth Partners’s Bank of America BAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $13.3K | Hold |
465
| – | – | 0.01% | 296 |
|
2023
Q1 | $13.3K | Hold |
465
| – | – | 0.01% | 294 |
|
2022
Q4 | $15.4K | Hold |
465
| – | – | 0.01% | 284 |
|
2022
Q3 | $14K | Buy |
465
+450
| +3,000% | +$13.5K | 0.01% | 299 |
|
2022
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 413 |
|
2022
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 392 |
|
2021
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 390 |
|