LWM
Lyons Wealth Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-56,833
| Closed | -$1.26M | – | 41 |
|
|
2016
Q4 | $1.26M | Hold |
56,833
| – | – | 1.71% | 7 |
|
|
2016
Q3 | $890K | Hold |
56,833
| – | – | 1.23% | 11 |
|
|
2016
Q2 | $755K | Sell |
56,833
-3,500
| -6% | -$46.5K | 1.14% | 24 |
|
|
2016
Q1 | $815K | Hold |
60,333
| – | – | 1.17% | 24 |
|
|
2015
Q4 | $1.02M | Sell |
60,333
-1,026
| -2% | -$17.3K | 1.3% | 9 |
|
|
2015
Q3 | $956K | Buy |
61,359
+833
| +1% | +$13K | 1.23% | 13 |
|
|
2015
Q2 | $1.03M | Hold |
60,526
| – | – | 1.17% | 14 |
|
|
2015
Q1 | $932K | Sell |
60,526
-3,000
| -5% | -$46.2K | 1.01% | 30 |
|
|
2014
Q4 | $1.14M | Hold |
63,526
| – | – | 1.19% | 18 |
|
|
2014
Q3 | $1.08M | Sell |
63,526
-400
| -0.6% | -$6.82K | 1.15% | 17 |
|
|
2014
Q2 | $983K | Buy |
63,926
+400
| +0.6% | +$6.15K | 0.88% | 26 |
|
|
2014
Q1 | $1.09M | Hold |
63,526
| – | – | 0.96% | 12 |
|
|
2013
Q4 | $989K | Sell |
63,526
-450
| -0.7% | -$7.01K | 0.93% | 12 |
|
|
2013
Q3 | $883K | Sell |
63,976
-11,792
| -16% | -$163K | 0.8% | 10 |
|
|
2013
Q2 | $975K | Buy |
+75,768
| New | +$975K | 0.99% | 13 |
|