Marquette Asset Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-633
| Closed | -$21.3K | – | 200 |
|
|
2023
Q4 | $21.3K | Sell |
633
-100
| -14% | -$3.37K | ﹤0.01% | 159 |
|
|
2023
Q3 | $20.1K | Sell |
733
-220
| -23% | -$6.02K | ﹤0.01% | 172 |
|
|
2023
Q2 | $27.3K | Buy |
953
+733
| +333% | +$21K | 0.01% | 169 |
|
|
2023
Q1 | $6.29K | Hold |
220
| – | – | ﹤0.01% | 188 |
|
|
2022
Q4 | $7.29K | Buy |
+220
| New | +$7.29K | ﹤0.01% | 189 |
|
|
2019
Q2 | – | Sell |
-365
| Closed | -$10K | – | 256 |
|
|
2019
Q1 | $10K | Buy |
+365
| New | +$10K | ﹤0.01% | 247 |
|