MAM
McCarthy Asset Management’s Bank of America BAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,419
| Closed | -$58K | – | 63 |
|
|
2022
Q1 | $58K | Hold |
1,419
| – | – | 0.04% | 69 |
|
|
2021
Q4 | $63K | Hold |
1,419
| – | – | 0.04% | 73 |
|
|
2021
Q3 | $60K | Hold |
1,419
| – | – | 0.05% | 72 |
|
|
2021
Q2 | $59K | Buy |
1,419
+627
| +79% | +$26.1K | 0.04% | 81 |
|
|
2021
Q1 | $31K | Hold |
792
| – | – | 0.02% | 120 |
|
|
2020
Q4 | $24K | Buy |
+792
| New | +$24K | 0.02% | 131 |
|