LAS
LWM Advisory Services’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-500
| Closed | -$13.7K | – | 85 |
|
|
2023
Q3 | $13.7K | Buy |
+500
| New | +$13.7K | 0.01% | 122 |
|
|
2022
Q4 | – | Sell |
-17,479
| Closed | -$543K | – | 84 |
|
|
2022
Q3 | $543K | Buy |
17,479
+1,722
| +11% | +$53.5K | 0.61% | 47 |
|
|
2022
Q2 | $491K | Buy |
15,757
+890
| +6% | +$27.7K | 0.59% | 49 |
|
|
2022
Q1 | $611K | Buy |
14,867
+3,070
| +26% | +$126K | 0.76% | 37 |
|
|
2021
Q4 | $525K | Buy |
+11,797
| New | +$525K | 0.65% | 43 |
|